+15.3%
BTDR vs NVMI
+289.6%
-274.3%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -2.1% | -4.4% | -5.4% |
| 7D | -3.2% | +3.8% | -7.0% | -4.9% |
| 30D | +32.7% | -7.6% | +40.2% | +38.3% |
| 3M | -28.4% | -28.0% | -0.4% | -15.8% |
| 6M | +51.7% | -15.3% | +67.0% | +66.7% |
| YTD | +2.9% | +11.5% | -8.6% | +1.3% |
| 1Y | -15.5% | +31.6% | -47.1% | -20.7% |
| 3Y | 0.0% | +207.0% | -207.0% | -17.0% |
| 5Y | +16.5% | +262.8% | -246.4% | -3.5% |
| All | +15.3% | +289.6% | -274.3% | -4.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling