+9,806.0%
BN vs NVMI
+1,995.1%
+7,810.9%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.3% | -3.9% | -2.7% |
| 7D | -1.2% | +11.7% | -12.9% | -2.3% |
| 30D | -10.9% | -4.0% | -6.9% | -10.6% |
| 3M | -11.1% | -25.8% | +14.7% | -9.0% |
| 6M | -4.4% | -8.3% | +4.0% | -4.3% |
| YTD | -14.1% | +14.8% | -29.0% | -16.1% |
| 1Y | -11.1% | +37.9% | -48.9% | -14.8% |
| 3Y | +75.6% | +216.3% | -140.7% | +54.0% |
| 5Y | +35.8% | +277.2% | -241.4% | +16.9% |
| 10Y | +261.6% | +3,074.3% | -2,812.8% | +170.1% |
| All | +9,806.0% | +1,995.1% | +7,810.9% | +5,884.9% |
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