+149.3%
BWA vs NVMI
+3,158.6%
-3,009.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +1.0% |
| 7D | -1.3% | -0.1% | -1.2% | -1.3% |
| 30D | -2.9% | -8.4% | +5.5% | -0.5% |
| 3M | -10.7% | -33.6% | +22.8% | -0.4% |
| 6M | +26.5% | -14.7% | +41.1% | +30.1% |
| YTD | +49.1% | +13.2% | +35.9% | +40.1% |
| 1Y | +52.1% | +29.0% | +23.0% | +35.8% |
| 3Y | +72.6% | +215.0% | -142.4% | +4.9% |
| 5Y | +89.4% | +268.6% | -179.2% | +4.4% |
| All | +149.3% | +3,158.6% | -3,009.3% | -33.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling