+1,350.3%
CRS vs NVMI
+261.9%
+1,088.4%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -1.7% |
| 7D | -6.8% | -0.1% | -6.7% | -6.8% |
| 30D | -16.1% | -8.4% | -7.7% | -13.8% |
| 3M | -21.2% | -33.6% | +12.4% | -10.7% |
| 6M | +8.7% | -14.7% | +23.4% | +12.0% |
| YTD | +41.0% | +13.2% | +27.8% | +30.5% |
| 1Y | +82.7% | +29.0% | +53.6% | +60.6% |
| 3Y | +604.8% | +215.0% | +389.8% | +319.7% |
| All | +1,350.3% | +261.9% | +1,088.4% | +678.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling