+3.6%
EXE vs NVMI
+53.9%
-50.3%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.5% | -6.7% | -0.9% |
| 7D | -0.3% | +6.6% | -6.9% | +0.1% |
| 30D | +8.5% | -7.5% | +16.0% | +8.2% |
| 3M | +5.5% | -28.5% | +34.0% | +4.8% |
| 6M | -5.9% | -15.7% | +9.8% | -6.0% |
| YTD | -9.7% | +13.3% | -23.0% | -10.6% |
| 1Y | +3.6% | +48.3% | -44.7% | +10.9% |
| All | +3.6% | +53.9% | -50.3% | +10.9% |
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