+72.6%
BWA vs NVMI
+207.9%
-135.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +1.1% |
| 7D | -1.3% | -0.1% | -1.2% | -1.3% |
| 30D | -2.9% | -8.4% | +5.5% | -1.1% |
| 3M | -10.7% | -33.6% | +22.8% | -3.2% |
| 6M | +26.5% | -14.7% | +41.1% | +29.8% |
| YTD | +49.1% | +13.2% | +35.9% | +45.2% |
| 1Y | +52.1% | +29.0% | +23.0% | +43.6% |
| 3Y | +72.6% | +215.0% | -142.4% | +34.2% |
| All | +72.6% | +207.9% | -135.3% | +34.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling