+1,218.2%
BE vs NVMI
+263.1%
+955.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.1% | -1.9% | -2.5% |
| 7D | +9.7% | +3.8% | +6.0% | +7.2% |
| 30D | +22.4% | -7.6% | +29.9% | +29.6% |
| 3M | +10.4% | -28.0% | +38.4% | +40.8% |
| 6M | +67.9% | -15.3% | +83.2% | +93.9% |
| YTD | +197.5% | +11.5% | +186.0% | +195.7% |
| 1Y | +310.6% | +31.6% | +279.0% | +281.5% |
| 3Y | +1,657.2% | +207.0% | +1,450.3% | +695.2% |
| 5Y | +1,218.2% | +262.8% | +955.3% | +432.4% |
| All | +1,218.2% | +263.1% | +955.1% | +432.4% |
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