+65.2%
CSGP vs NVMI
+2,448.3%
-2,383.0%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +11.7% | -16.4% | -6.6% |
| 7D | +1.3% | +0.3% | +1.0% | +1.0% |
| 30D | +10.7% | -17.1% | +27.8% | +13.5% |
| 3M | +3.3% | -17.9% | +21.1% | +5.5% |
| 6M | -10.3% | -41.4% | +31.1% | -5.0% |
| YTD | -54.6% | -4.6% | -49.9% | -57.8% |
| 1Y | -54.6% | -0.3% | -54.4% | -58.5% |
| 3Y | -60.3% | +214.5% | -274.8% | -76.1% |
| 5Y | -63.3% | +148.5% | -211.8% | -77.0% |
| All | +65.2% | +2,448.3% | -2,383.0% | -37.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling