-38.4%
COO vs NVMI
+203.1%
-241.5%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.7% | -2.1% | -12.6% | -14.5% |
| 7D | -23.3% | +3.8% | -27.1% | -23.5% |
| 30D | -29.5% | -7.6% | -21.9% | -29.2% |
| 3M | -20.0% | -28.0% | +8.0% | -18.7% |
| 6M | -27.2% | -15.3% | -11.9% | -27.5% |
| YTD | -33.9% | +11.5% | -45.4% | -35.9% |
| 1Y | -19.9% | +31.6% | -51.5% | -23.8% |
| All | -38.4% | +203.1% | -241.5% | -51.8% |
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 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