+27.2%
F vs NVMI
+32.0%
-4.8%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.1% | +5.3% | +3.6% |
| 7D | -3.7% | +3.8% | -7.5% | -4.4% |
| 30D | -0.7% | -7.6% | +6.8% | +0.6% |
| 3M | -1.9% | -28.0% | +26.1% | +3.6% |
| 6M | +16.1% | -15.3% | +31.4% | +18.8% |
| YTD | +9.5% | +11.5% | -2.0% | +6.5% |
| 1Y | +27.2% | +31.6% | -4.4% | +15.6% |
| All | +27.2% | +32.0% | -4.8% | +15.6% |
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