+58.5%
D vs NVMI
+209.6%
-151.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -1.7% |
| 7D | -0.4% | +6.9% | -7.4% | -0.2% |
| 30D | -2.1% | -2.8% | +0.8% | -2.2% |
| 3M | -0.7% | -27.3% | +26.6% | -1.9% |
| 6M | +5.6% | -13.7% | +19.2% | +5.5% |
| YTD | +14.6% | +13.8% | +0.7% | +16.4% |
| 1Y | +15.3% | +34.9% | -19.5% | +18.4% |
| All | +58.5% | +209.6% | -151.0% | +67.0% |
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