+166.2%
EOG vs NVMI
+261.9%
-95.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.6% | -0.2% |
| 7D | +1.5% | -0.1% | +1.6% | +1.5% |
| 30D | +2.9% | -8.4% | +11.3% | +3.4% |
| 3M | +8.7% | -33.6% | +42.3% | +11.4% |
| 6M | +12.9% | -14.7% | +27.6% | +12.3% |
| YTD | +43.8% | +13.2% | +30.6% | +38.2% |
| 1Y | +27.1% | +29.0% | -1.9% | +19.8% |
| 3Y | +25.9% | +215.0% | -189.1% | +0.5% |
| All | +166.2% | +261.9% | -95.7% | +108.6% |
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