+33.5%
BN vs NVMI
+263.1%
-229.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | -0.6% |
| 7D | -5.9% | +3.8% | -9.6% | -6.9% |
| 30D | -15.1% | -7.6% | -7.5% | -13.4% |
| 3M | -14.6% | -28.0% | +13.4% | -8.1% |
| 6M | -8.4% | -15.3% | +6.9% | -7.3% |
| YTD | -16.8% | +11.5% | -28.3% | -23.5% |
| 1Y | -14.4% | +31.6% | -46.0% | -26.0% |
| 3Y | +70.1% | +207.0% | -136.9% | -1.1% |
| 5Y | +33.5% | +262.8% | -229.3% | -29.9% |
| All | +33.5% | +263.1% | -229.6% | -29.9% |
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 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