+531.3%
BEN vs NVMI
+1,976.9%
-1,445.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.7% | -1.4% |
| 7D | +3.4% | +6.9% | -3.6% | +2.5% |
| 30D | +1.8% | -2.8% | +4.6% | +2.1% |
| 3M | +8.4% | -27.3% | +35.7% | +11.9% |
| 6M | +35.6% | -13.7% | +49.3% | +36.6% |
| YTD | +46.4% | +13.8% | +32.5% | +42.0% |
| 1Y | +46.3% | +34.9% | +11.5% | +38.6% |
| 3Y | +54.6% | +213.5% | -158.9% | +29.1% |
| 5Y | +39.4% | +272.5% | -233.1% | +13.4% |
| 10Y | +57.6% | +3,142.4% | -3,084.8% | +2.1% |
| All | +531.3% | +1,976.9% | -1,445.6% | +184.0% |
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