+977.1%
BE vs NVMI
+1,213.1%
-236.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -2.2% |
| 7D | +23.9% | +6.9% | +17.0% | +18.2% |
| 30D | +27.8% | -2.8% | +30.7% | +30.9% |
| 3M | +3.7% | -27.3% | +31.1% | +33.8% |
| 6M | +78.0% | -13.7% | +91.6% | +103.3% |
| YTD | +209.9% | +13.8% | +196.1% | +196.8% |
| 1Y | +389.6% | +34.9% | +354.7% | +330.4% |
| 3Y | +1,730.6% | +213.5% | +1,517.1% | +605.5% |
| 5Y | +1,227.8% | +272.5% | +955.3% | +321.7% |
| All | +977.1% | +1,213.1% | -236.0% | +23.9% |
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