+219.2%
CB vs NVMI
+3,108.0%
-2,888.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +0.5% |
| 7D | -2.8% | +3.8% | -6.5% | -3.0% |
| 30D | -2.4% | -7.6% | +5.1% | -1.9% |
| 3M | +2.8% | -28.0% | +30.8% | +4.7% |
| 6M | +4.8% | -15.3% | +20.1% | +4.4% |
| YTD | +9.2% | +11.5% | -2.3% | +5.3% |
| 1Y | +22.8% | +31.6% | -8.8% | +15.7% |
| 3Y | +71.1% | +207.0% | -135.8% | +36.2% |
| 5Y | +101.0% | +262.8% | -161.8% | +50.2% |
| All | +219.2% | +3,108.0% | -2,888.7% | +77.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling