-29.4%
CDW vs NVMI
+203.1%
-232.5%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.5% |
| 7D | -7.4% | +3.8% | -11.1% | -7.9% |
| 30D | +5.8% | -7.6% | +13.4% | +6.9% |
| 3M | +10.8% | -28.0% | +38.8% | +15.0% |
| 6M | +21.5% | -15.3% | +36.8% | +20.5% |
| YTD | +6.4% | +11.5% | -5.1% | -1.9% |
| 1Y | -14.8% | +31.6% | -46.4% | -24.7% |
| All | -29.4% | +203.1% | -232.5% | -52.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling