-13.1%
BR vs NVMI
-11.6%
-1.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.4% | +5.4% | +2.5% |
| 7D | +7.0% | -11.8% | +18.7% | +4.5% |
| 30D | +19.0% | -24.8% | +43.8% | +13.1% |
| 3M | +13.1% | -28.6% | +41.7% | +7.2% |
| 6M | +24.6% | -40.0% | +64.6% | +16.4% |
| YTD | -13.6% | -10.1% | -3.5% | -17.0% |
| 1Y | -13.1% | -9.8% | -3.4% | -16.3% |
| All | -13.1% | -11.6% | -1.5% | -16.3% |
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 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