+22.8%
CB vs NVMI
+53.9%
-31.1%
-9.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +5.5% | -7.4% | -1.3% |
| 7D | +0.5% | +6.6% | -6.1% | +1.3% |
| 30D | -3.1% | -7.5% | +4.4% | -3.8% |
| 3M | +9.0% | -28.5% | +37.4% | +5.9% |
| 6M | +2.9% | -15.7% | +18.6% | +1.3% |
| YTD | +10.1% | +13.3% | -3.2% | +10.1% |
| 1Y | +22.8% | +48.3% | -25.5% | +23.1% |
| All | +22.8% | +53.9% | -31.1% | +23.1% |
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