-44.0%
BIDU vs NVMI
+261.9%
-305.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +0.4% |
| 7D | -8.1% | -0.1% | -8.0% | -8.1% |
| 30D | -12.8% | -8.4% | -4.4% | -10.1% |
| 3M | -21.3% | -33.6% | +12.3% | -10.8% |
| 6M | -27.0% | -14.7% | -12.3% | -25.4% |
| YTD | -30.0% | +13.2% | -43.3% | -35.7% |
| 1Y | -18.3% | +29.0% | -47.3% | -28.9% |
| 3Y | -33.8% | +215.0% | -248.8% | -66.8% |
| All | -44.0% | +261.9% | -305.9% | -74.2% |
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