+24.9%
COP vs NVMI
+203.1%
-178.1%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.5% | +0.4% |
| 7D | +1.0% | +3.8% | -2.8% | +0.9% |
| 30D | +9.6% | -7.6% | +17.1% | +9.8% |
| 3M | +15.0% | -28.0% | +43.0% | +16.0% |
| 6M | +21.8% | -15.3% | +37.1% | +20.8% |
| YTD | +49.6% | +11.5% | +38.2% | +44.5% |
| 1Y | +49.9% | +31.6% | +18.3% | +42.3% |
| All | +24.9% | +203.1% | -178.1% | +10.8% |
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