+32.7%
ED vs NVMI
+209.6%
-176.9%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.8% |
| 7D | -0.2% | +6.9% | -7.1% | +0.5% |
| 30D | +1.9% | -2.8% | +4.8% | +1.8% |
| 3M | +1.9% | -27.3% | +29.2% | -0.5% |
| 6M | -2.3% | -13.7% | +11.4% | -2.5% |
| YTD | +10.9% | +13.8% | -3.0% | +14.0% |
| 1Y | +14.5% | +34.9% | -20.3% | +20.0% |
| All | +32.7% | +209.6% | -176.9% | +41.3% |
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 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