+287.5%
CAH vs NVMI
+3,158.6%
-2,871.2%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.8% |
| 7D | -5.1% | -0.1% | -5.0% | -5.1% |
| 30D | +0.2% | -8.4% | +8.6% | +1.1% |
| 3M | +6.3% | -33.6% | +39.9% | +10.6% |
| 6M | +9.4% | -14.7% | +24.1% | +9.5% |
| YTD | +15.0% | +13.2% | +1.7% | +10.6% |
| 1Y | +55.4% | +29.0% | +26.4% | +46.2% |
| 3Y | +173.8% | +215.0% | -41.2% | +113.4% |
| 5Y | +395.2% | +268.6% | +126.6% | +259.2% |
| All | +287.5% | +3,158.6% | -2,871.2% | +90.3% |
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