+94.9%
BNS vs NVMI
+261.9%
-167.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.5% |
| 7D | -0.4% | -0.1% | -0.3% | -0.4% |
| 30D | +3.5% | -8.4% | +11.9% | +4.5% |
| 3M | +14.1% | -33.6% | +47.6% | +19.4% |
| 6M | +33.8% | -14.7% | +48.5% | +34.7% |
| YTD | +29.5% | +13.2% | +16.2% | +25.3% |
| 1Y | +48.4% | +29.0% | +19.4% | +40.5% |
| 3Y | +129.6% | +215.0% | -85.4% | +77.5% |
| All | +94.9% | +261.9% | -167.0% | +44.6% |
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 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