+47.1%
EQT vs NVMI
+3,158.6%
-3,111.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.6% | -3.2% | -1.9% |
| 7D | -2.0% | -0.1% | -1.9% | -2.0% |
| 30D | 0.0% | -8.4% | +8.4% | +1.4% |
| 3M | +5.9% | -33.6% | +39.5% | +12.8% |
| 6M | -14.8% | -14.7% | -0.1% | -14.8% |
| YTD | +1.8% | +13.2% | -11.5% | -4.9% |
| 1Y | +7.4% | +29.0% | -21.7% | -3.2% |
| 3Y | +33.6% | +215.0% | -181.4% | -7.3% |
| 5Y | +199.3% | +268.6% | -69.2% | +93.0% |
| All | +47.1% | +3,158.6% | -3,111.5% | -44.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling