+6.9%
EQX vs NVMI
-14.5%
+21.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.1% | +5.1% | +1.3% |
| 7D | +10.8% | -16.2% | +27.0% | +16.0% |
| 30D | -0.9% | -28.9% | +28.1% | +8.3% |
| 3M | +9.5% | -30.3% | +39.9% | +19.7% |
| 6M | -16.8% | -45.6% | +28.9% | -5.0% |
| YTD | -19.3% | -14.6% | -4.7% | -11.4% |
| 1Y | +6.9% | -18.1% | +25.0% | +18.6% |
| All | +6.9% | -14.5% | +21.4% | +18.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling