+51.9%
DOW vs NVMI
-11.6%
+63.5%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.4% | -0.8% | -3.4% |
| 7D | -4.2% | -11.8% | +7.6% | -5.0% |
| 30D | +14.7% | -24.8% | +39.5% | +12.9% |
| 3M | +9.1% | -28.6% | +37.6% | +7.3% |
| 6M | -17.7% | -40.0% | +22.4% | -18.8% |
| YTD | +44.6% | -10.1% | +54.7% | +33.4% |
| 1Y | +51.9% | -9.8% | +61.6% | +40.1% |
| All | +51.9% | -11.6% | +63.5% | +40.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling