-42.4%
BB vs NVMI
+1,995.1%
-2,037.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.3% | +0.9% | +2.0% |
| 7D | +0.5% | +11.7% | -11.2% | -1.4% |
| 30D | -12.4% | -4.0% | -8.3% | -11.8% |
| 3M | -15.3% | -25.8% | +10.5% | -11.2% |
| 6M | +128.8% | -8.3% | +137.1% | +130.4% |
| YTD | +107.7% | +14.8% | +92.8% | +100.5% |
| 1Y | +103.9% | +37.9% | +66.0% | +90.6% |
| 3Y | +72.6% | +216.3% | -143.7% | +38.1% |
| 5Y | -24.3% | +277.2% | -301.4% | -40.8% |
| 10Y | +3.1% | +3,074.3% | -3,071.2% | -38.9% |
| All | -42.4% | +1,995.1% | -2,037.5% | -62.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling