+62.4%
CART vs NVMI
-11.6%
+74.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.0% | +1.3% |
| 7D | +1.4% | -11.8% | +13.1% | +0.1% |
| 30D | +29.7% | -24.8% | +54.5% | +26.1% |
| 3M | +29.7% | -28.6% | +58.3% | +25.6% |
| 6M | +36.8% | -40.0% | +76.8% | +31.2% |
| YTD | +31.7% | -10.1% | +41.7% | +30.1% |
| 1Y | +62.4% | -9.8% | +72.1% | +60.7% |
| All | +62.4% | -11.6% | +74.0% | +60.7% |
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