-69.6%
EOSE vs NVMI
+261.9%
-331.5%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -2.0% |
| 7D | +1.8% | -0.1% | +1.9% | +2.0% |
| 30D | -6.8% | -8.4% | +1.6% | -0.9% |
| 3M | -36.3% | -33.6% | -2.7% | -17.8% |
| 6M | -38.8% | -14.7% | -24.1% | -32.9% |
| YTD | -65.5% | +13.2% | -78.8% | -67.4% |
| 1Y | -45.3% | +29.0% | -74.3% | -51.9% |
| 3Y | +44.2% | +215.0% | -170.8% | -42.1% |
| All | -69.6% | +261.9% | -331.5% | -89.1% |
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