+6.5%
CAT vs NVMI
+3.9%
+2.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.8% | +4.4% | +2.4% |
| 7D | +9.3% | +16.9% | -7.6% | +1.3% |
| 30D | -21.5% | -4.3% | -17.2% | -20.1% |
| 3M | -29.1% | -19.3% | -9.8% | -22.3% |
| 6M | -33.4% | -33.6% | +0.2% | -21.8% |
| YTD | +6.6% | -0.2% | +6.8% | +2.2% |
| 1Y | +6.5% | +5.1% | +1.5% | +0.3% |
| All | +6.5% | +3.9% | +2.7% | +0.3% |
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 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