+75.8%
BND vs NVMI
+12,880.9%
-12,805.1%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | -0.2% |
| 7D | -0.1% | +6.9% | -7.1% | -0.1% |
| 30D | -0.2% | -2.8% | +2.6% | -0.2% |
| 3M | -0.7% | -27.3% | +26.7% | -0.7% |
| 6M | -1.7% | -13.7% | +12.0% | -1.7% |
| YTD | -0.5% | +13.8% | -14.4% | -0.5% |
| 1Y | +0.4% | +34.9% | -34.5% | +0.4% |
| 3Y | +13.1% | +213.5% | -200.4% | +13.5% |
| 5Y | -2.1% | +272.5% | -274.6% | -1.7% |
| 10Y | +15.7% | +3,142.4% | -3,126.7% | +17.6% |
| All | +75.8% | +12,880.9% | -12,805.1% | +80.3% |
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