+463.5%
BTSG vs NVMI
+154.8%
+308.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.7% |
| 7D | +2.9% | +6.9% | -4.0% | +1.3% |
| 30D | +0.9% | -2.8% | +3.7% | +1.3% |
| 3M | +1.6% | -27.3% | +29.0% | +7.9% |
| 6M | +46.8% | -13.7% | +60.5% | +49.0% |
| YTD | +65.5% | +13.8% | +51.7% | +58.7% |
| 1Y | +136.2% | +34.9% | +101.4% | +118.4% |
| All | +463.5% | +154.8% | +308.8% | +375.1% |
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 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