+101.9%
EQH vs NVMI
+261.9%
-160.0%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.2% | +1.0% |
| 7D | +0.7% | -0.1% | +0.8% | +0.7% |
| 30D | +2.8% | -8.4% | +11.2% | +4.7% |
| 3M | +23.1% | -33.6% | +56.6% | +33.6% |
| 6M | +41.4% | -14.7% | +56.1% | +42.2% |
| YTD | +14.3% | +13.2% | +1.0% | +5.9% |
| 1Y | +1.6% | +29.0% | -27.4% | -10.3% |
| 3Y | +102.7% | +215.0% | -112.3% | +24.7% |
| All | +101.9% | +261.9% | -160.0% | +15.8% |
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