+130.2%
C vs NVMI
+277.6%
-147.4%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.1% | -1.0% |
| 7D | +3.2% | +11.7% | -8.5% | +0.4% |
| 30D | +1.3% | -4.0% | +5.3% | +2.1% |
| 3M | +3.1% | -25.8% | +28.9% | +9.2% |
| 6M | +29.6% | -8.3% | +37.9% | +28.8% |
| YTD | +19.0% | +14.8% | +4.1% | +11.1% |
| 1Y | +45.6% | +37.9% | +7.8% | +28.8% |
| 3Y | +269.3% | +216.3% | +53.0% | +149.9% |
| All | +130.2% | +277.6% | -147.4% | +45.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling