+20.4%
BTDR vs NVMI
+261.9%
-241.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.6% | +2.2% | +2.9% |
| 7D | -3.4% | -0.1% | -3.3% | -3.3% |
| 30D | +32.6% | -8.4% | +41.0% | +38.9% |
| 3M | -32.2% | -33.6% | +1.3% | -17.2% |
| 6M | +52.4% | -14.7% | +67.0% | +66.7% |
| YTD | +6.7% | +13.2% | -6.5% | +4.2% |
| 1Y | -15.2% | +29.0% | -44.3% | -20.2% |
| 3Y | +14.9% | +215.0% | -200.1% | -5.6% |
| All | +20.4% | +261.9% | -241.5% | -1.1% |
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