+15.7%
BWA vs NVMI
-11.6%
+27.2%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.1% | -1.8% |
| 7D | -9.9% | -11.8% | +1.9% | -6.3% |
| 30D | -16.4% | -24.8% | +8.5% | -8.8% |
| 3M | -19.8% | -28.6% | +8.7% | -11.7% |
| 6M | -10.0% | -40.0% | +30.0% | +3.1% |
| YTD | +12.7% | -10.1% | +22.8% | +18.4% |
| 1Y | +15.7% | -9.8% | +25.4% | +21.1% |
| All | +15.7% | -11.6% | +27.2% | +21.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling