+56.2%
EMR vs NVMI
+203.1%
-146.9%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.1% | +0.8% | -0.8% |
| 7D | -1.2% | +3.8% | -5.0% | -2.2% |
| 30D | -9.4% | -7.6% | -1.9% | -7.7% |
| 3M | +8.6% | -28.0% | +36.6% | +16.8% |
| 6M | +6.7% | -15.3% | +22.0% | +9.3% |
| YTD | +13.1% | +11.5% | +1.6% | +7.5% |
| 1Y | +12.7% | +31.6% | -18.9% | +2.2% |
| All | +56.2% | +203.1% | -146.9% | +7.0% |
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