+1.3%
BND vs NVMI
+53.9%
-52.6%
-2.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.5% | -5.5% | 0.0% |
| 7D | -0.1% | +6.6% | -6.7% | -0.2% |
| 30D | -0.4% | -7.5% | +7.2% | -0.3% |
| 3M | -0.6% | -28.5% | +27.9% | -0.4% |
| 6M | -1.4% | -15.7% | +14.3% | -1.2% |
| YTD | -0.2% | +13.3% | -13.5% | 0.0% |
| 1Y | +1.3% | +48.3% | -47.0% | +0.8% |
| All | +1.3% | +53.9% | -52.6% | +0.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling