+1,887.7%
BWA vs NVMI
+1,976.9%
-89.2%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.4% |
| 7D | +0.1% | +6.9% | -6.8% | -0.7% |
| 30D | -5.6% | -2.8% | -2.7% | -5.3% |
| 3M | -10.7% | -27.3% | +16.6% | -7.5% |
| 6M | +23.2% | -13.7% | +36.8% | +24.8% |
| YTD | +46.0% | +13.8% | +32.1% | +42.8% |
| 1Y | +51.2% | +34.9% | +16.3% | +44.3% |
| 3Y | +69.6% | +213.5% | -144.0% | +43.1% |
| 5Y | +86.6% | +272.5% | -185.9% | +53.2% |
| 10Y | +152.3% | +3,142.4% | -2,990.1% | +66.0% |
| All | +1,887.7% | +1,976.9% | -89.2% | +873.5% |
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