+1,726.2%
BE vs NVMI
+207.9%
+1,518.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.6% | +5.1% | +5.7% |
| 7D | +9.0% | -0.1% | +9.1% | +9.3% |
| 30D | +16.3% | -8.4% | +24.7% | +23.3% |
| 3M | +10.8% | -33.6% | +44.4% | +45.4% |
| 6M | +73.2% | -14.7% | +87.9% | +98.7% |
| YTD | +217.4% | +13.2% | +204.1% | +222.9% |
| 1Y | +309.8% | +29.0% | +280.8% | +304.6% |
| 3Y | +1,726.2% | +215.0% | +1,511.2% | +932.8% |
| All | +1,726.2% | +207.9% | +1,518.3% | +932.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling