-36.8%
BRKR vs NVMI
+261.9%
-298.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.7% |
| 7D | -8.7% | -0.1% | -8.6% | -8.6% |
| 30D | -9.9% | -8.4% | -1.5% | -7.6% |
| 3M | -3.1% | -33.6% | +30.5% | +7.9% |
| 6M | +45.5% | -14.7% | +60.2% | +47.5% |
| YTD | +13.7% | +13.2% | +0.5% | +4.6% |
| 1Y | +67.4% | +29.0% | +38.4% | +46.2% |
| 3Y | -13.2% | +215.0% | -228.2% | -49.8% |
| All | -36.8% | +261.9% | -298.7% | -65.9% |
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