-10.6%
BITO vs NVMI
+257.9%
-268.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.5% |
| 7D | -3.4% | -0.1% | -3.4% | -3.4% |
| 30D | +21.4% | -8.4% | +29.8% | +24.4% |
| 3M | +20.5% | -33.6% | +54.1% | +35.3% |
| 6M | +7.4% | -14.7% | +22.1% | +8.6% |
| YTD | -13.9% | +13.2% | -27.1% | -22.0% |
| 1Y | -35.1% | +29.0% | -64.1% | -44.2% |
| 3Y | +156.8% | +215.0% | -58.2% | +34.1% |
| All | -10.6% | +257.9% | -268.5% | -54.6% |
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