+39.1%
BP vs NVMI
+209.6%
-170.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.6% | +1.8% |
| 7D | +4.0% | +6.9% | -3.0% | +3.8% |
| 30D | +7.8% | -2.8% | +10.7% | +7.9% |
| 3M | +8.4% | -27.3% | +35.7% | +9.4% |
| 6M | +15.1% | -13.7% | +28.7% | +14.7% |
| YTD | +36.4% | +13.8% | +22.6% | +33.6% |
| 1Y | +40.9% | +34.9% | +6.0% | +36.3% |
| All | +39.1% | +209.6% | -170.5% | +30.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling