+318.7%
EAT vs NVMI
+263.1%
+55.6%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | +0.3% |
| 7D | -6.2% | +3.8% | -10.0% | -7.3% |
| 30D | -3.0% | -7.6% | +4.5% | -1.1% |
| 3M | +45.6% | -28.0% | +73.6% | +56.8% |
| 6M | +53.5% | -15.3% | +68.9% | +55.5% |
| YTD | +49.6% | +11.5% | +38.1% | +37.3% |
| 1Y | +38.9% | +31.6% | +7.3% | +18.4% |
| 3Y | +589.7% | +207.0% | +382.7% | +269.1% |
| 5Y | +318.7% | +262.8% | +55.8% | +96.3% |
| All | +318.7% | +263.1% | +55.6% | +96.3% |
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