+14.9%
BTDR vs NVMI
+207.9%
-193.0%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.6% | +2.2% | +2.6% |
| 7D | -3.4% | -0.1% | -3.3% | -3.2% |
| 30D | +32.6% | -8.4% | +41.0% | +41.5% |
| 3M | -32.2% | -33.6% | +1.3% | -10.2% |
| 6M | +52.4% | -14.7% | +67.0% | +69.3% |
| YTD | +6.7% | +13.2% | -6.5% | -1.8% |
| 1Y | -15.2% | +29.0% | -44.3% | -27.1% |
| 3Y | +14.9% | +215.0% | -200.1% | -36.5% |
| All | +14.9% | +207.9% | -193.0% | -36.5% |
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