-2.8%
BSX vs NVMI
+261.9%
-264.7%
-60.6%
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 | -10.1% | -0.1% | -10.0% | -10.1% |
| 30D | -16.4% | -8.4% | -8.0% | -15.7% |
| 3M | -8.9% | -33.6% | +24.7% | -5.4% |
| 6M | -38.3% | -14.7% | -23.6% | -38.5% |
| YTD | -54.9% | +13.2% | -68.1% | -56.9% |
| 1Y | -58.8% | +29.0% | -87.8% | -61.6% |
| 3Y | -21.2% | +215.0% | -236.2% | -39.3% |
| All | -2.8% | +261.9% | -264.7% | -29.3% |
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 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