-18.9%
EXE vs NVMI
-11.6%
-7.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.4% | -0.5% | -3.1% |
| 7D | -4.7% | -11.8% | +7.1% | -5.4% |
| 30D | +1.0% | -24.8% | +25.8% | -0.8% |
| 3M | -5.6% | -28.6% | +22.9% | -7.4% |
| 6M | -12.3% | -40.0% | +27.7% | -14.0% |
| YTD | -19.5% | -10.1% | -9.4% | -19.3% |
| 1Y | -18.9% | -9.8% | -9.1% | -18.5% |
| All | -18.9% | -11.6% | -7.3% | -18.5% |
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 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