+251.7%
CB vs NVMI
+2,494.8%
-2,243.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.0% | +4.1% | +1.3% |
| 7D | +2.9% | +1.5% | +1.4% | +2.8% |
| 30D | +7.3% | -4.1% | +11.4% | +7.4% |
| 3M | +9.4% | -22.8% | +32.2% | +11.1% |
| 6M | +19.6% | -36.9% | +56.5% | +22.3% |
| YTD | +21.5% | -3.2% | +24.7% | +17.9% |
| 1Y | +28.0% | +7.1% | +20.9% | +22.8% |
| 3Y | +74.9% | +181.5% | -106.6% | +38.9% |
| 5Y | +108.1% | +141.2% | -33.1% | +65.2% |
| All | +251.7% | +2,494.8% | -2,243.1% | +87.9% |
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