+8.2%
BR vs NVMI
+261.9%
-253.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.4% |
| 7D | -3.0% | -0.1% | -2.9% | -3.0% |
| 30D | -0.3% | -8.4% | +8.1% | +0.2% |
| 3M | +17.3% | -33.6% | +50.9% | +20.3% |
| 6M | -6.7% | -14.7% | +8.0% | -7.5% |
| YTD | -23.4% | +13.2% | -36.7% | -27.4% |
| 1Y | -32.7% | +29.0% | -61.7% | -37.8% |
| 3Y | -5.9% | +215.0% | -220.9% | -32.4% |
| All | +8.2% | +261.9% | -253.7% | -27.6% |
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