+378.5%
BBY vs NVMI
+1,965.6%
-1,587.2%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.6% | +1.5% | +2.9% |
| 7D | +0.6% | -0.1% | +0.7% | +0.6% |
| 30D | +9.4% | -8.4% | +17.8% | +10.5% |
| 3M | +19.3% | -33.6% | +52.9% | +24.7% |
| 6M | +47.9% | -14.7% | +62.6% | +48.8% |
| YTD | +39.6% | +13.2% | +26.3% | +34.8% |
| 1Y | +22.2% | +29.0% | -6.8% | +15.8% |
| 3Y | +45.0% | +215.0% | -170.0% | +19.9% |
| 5Y | +2.6% | +268.6% | -266.0% | -17.4% |
| 10Y | +250.5% | +3,124.7% | -2,874.2% | +121.9% |
| All | +378.5% | +1,965.6% | -1,587.2% | +123.8% |
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