+45.5%
C vs NVMI
+32.0%
+13.5%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +0.9% |
| 7D | +0.3% | +3.8% | -3.5% | -0.5% |
| 30D | +2.0% | -7.6% | +9.6% | +3.4% |
| 3M | +4.4% | -28.0% | +32.4% | +9.6% |
| 6M | +28.3% | -15.3% | +43.7% | +28.1% |
| YTD | +20.5% | +11.5% | +9.0% | +13.5% |
| 1Y | +45.5% | +31.6% | +14.0% | +35.4% |
| All | +45.5% | +32.0% | +13.5% | +35.4% |
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