+6.3%
CART vs NVMI
+42.2%
-35.9%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +1.3% | -7.4% | -5.9% |
| 7D | -4.1% | +11.7% | -15.8% | -3.2% |
| 30D | -4.3% | -4.0% | -0.3% | -4.6% |
| 3M | +13.1% | -25.8% | +38.9% | +10.6% |
| 6M | +26.0% | -8.3% | +34.3% | +25.7% |
| YTD | +6.7% | +14.8% | -8.1% | +5.0% |
| 1Y | +6.3% | +37.9% | -31.6% | -0.7% |
| All | +6.3% | +42.2% | -35.9% | -0.7% |
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