+25.9%
EOG vs NVMI
+207.9%
-182.0%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.6% | -0.1% |
| 7D | +1.5% | -0.1% | +1.6% | +1.5% |
| 30D | +2.9% | -8.4% | +11.3% | +3.1% |
| 3M | +8.7% | -33.6% | +42.3% | +9.6% |
| 6M | +12.9% | -14.7% | +27.6% | +12.1% |
| YTD | +43.8% | +13.2% | +30.6% | +39.8% |
| 1Y | +27.1% | +29.0% | -1.9% | +22.1% |
| 3Y | +25.9% | +215.0% | -189.1% | +12.9% |
| All | +25.9% | +207.9% | -182.0% | +12.9% |
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