+41.0%
CLS vs NVMI
+32.8%
+8.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.6% | +5.0% | +5.3% |
| 7D | +10.9% | -0.1% | +11.0% | +11.1% |
| 30D | +2.1% | -8.4% | +10.5% | +9.2% |
| 3M | -10.2% | -33.6% | +23.4% | +21.0% |
| 6M | +30.4% | -14.7% | +45.1% | +42.1% |
| YTD | +17.2% | +13.2% | +4.0% | -2.1% |
| 1Y | +41.0% | +29.0% | +12.0% | +4.8% |
| All | +41.0% | +32.8% | +8.3% | +4.8% |
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