+61.2%
BROS vs NVMI
+203.1%
-141.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.1% | -1.3% | -2.8% |
| 7D | -6.1% | +3.8% | -9.8% | -7.0% |
| 30D | -12.4% | -7.6% | -4.8% | -10.6% |
| 3M | -27.9% | -28.0% | +0.1% | -22.6% |
| 6M | -16.8% | -15.3% | -1.5% | -15.7% |
| YTD | -29.0% | +11.5% | -40.5% | -34.1% |
| 1Y | -33.2% | +31.6% | -64.8% | -41.6% |
| All | +61.2% | +203.1% | -141.8% | +12.5% |
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