+1,088.4%
CI vs NVMI
+1,995.1%
-906.6%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.2% | -1.9% |
| 7D | -2.0% | +11.7% | -13.7% | -2.6% |
| 30D | -1.8% | -4.0% | +2.2% | -1.7% |
| 3M | -4.2% | -25.8% | +21.5% | -3.0% |
| 6M | +2.7% | -8.3% | +11.0% | +2.4% |
| YTD | +1.9% | +14.8% | -12.9% | +0.2% |
| 1Y | -6.3% | +37.9% | -44.1% | -9.1% |
| 3Y | +3.9% | +216.3% | -212.4% | -6.1% |
| 5Y | +41.9% | +277.2% | -235.3% | +25.6% |
| 10Y | +140.4% | +3,074.3% | -2,933.9% | +87.4% |
| All | +1,088.4% | +1,995.1% | -906.6% | +689.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling