+238.8%
EQX vs NVMI
+1,565.1%
-1,326.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | +0.1% | +1.3% |
| 7D | -3.2% | -0.1% | -3.1% | -3.2% |
| 30D | +7.8% | -8.4% | +16.2% | +9.5% |
| 3M | +21.3% | -33.6% | +54.9% | +30.3% |
| 6M | -22.4% | -14.7% | -7.7% | -21.0% |
| YTD | -11.3% | +13.2% | -24.5% | -14.5% |
| 1Y | +13.5% | +29.0% | -15.5% | +6.2% |
| 3Y | +162.1% | +215.0% | -52.8% | +92.8% |
| 5Y | +84.2% | +268.6% | -184.4% | +25.7% |
| All | +238.8% | +1,565.1% | -1,326.2% | +147.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling