-26.7%
BB vs NVMI
+261.9%
-288.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +1.1% |
| 7D | -0.4% | -0.1% | -0.3% | -0.3% |
| 30D | -12.5% | -8.4% | -4.1% | -9.4% |
| 3M | -17.4% | -33.6% | +16.1% | -3.8% |
| 6M | +119.1% | -14.7% | +133.8% | +126.0% |
| YTD | +102.4% | +13.2% | +89.2% | +81.5% |
| 1Y | +98.2% | +29.0% | +69.2% | +66.0% |
| 3Y | +46.9% | +215.0% | -168.1% | -31.2% |
| All | -26.7% | +261.9% | -288.6% | -70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded NVMI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling