-1.8%
CARR vs NVMI
-11.6%
+9.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +3.0% | +1.1% |
| 7D | -0.7% | -11.8% | +11.1% | +2.2% |
| 30D | +0.3% | -24.8% | +25.1% | +7.0% |
| 3M | -14.9% | -28.6% | +13.7% | -8.4% |
| 6M | -14.9% | -40.0% | +25.1% | -5.8% |
| YTD | +7.0% | -10.1% | +17.1% | +10.8% |
| 1Y | -1.8% | -9.8% | +8.0% | +1.4% |
| All | -1.8% | -11.6% | +9.8% | +1.4% |
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