+57.9%
EXEL vs NVMI
+53.9%
+4.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.5% | -5.7% | -0.6% |
| 7D | +8.4% | +6.6% | +1.8% | +7.8% |
| 30D | +4.1% | -7.5% | +11.6% | +4.7% |
| 3M | +12.4% | -28.5% | +40.9% | +14.6% |
| 6M | +41.5% | -15.7% | +57.3% | +41.5% |
| YTD | +34.6% | +13.3% | +21.3% | +31.7% |
| 1Y | +57.9% | +48.3% | +9.6% | +54.3% |
| All | +57.9% | +53.9% | +4.0% | +54.3% |
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