-51.7%
FIG vs NVMI
-11.6%
-40.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -2.4% | +7.7% | +4.7% |
| 7D | -4.7% | -11.8% | +7.1% | -7.2% |
| 30D | +0.5% | -24.8% | +25.4% | -5.4% |
| 3M | -18.4% | -28.6% | +10.2% | -23.8% |
| 6M | +10.9% | -40.0% | +50.9% | +0.3% |
| YTD | -40.8% | -10.1% | -30.7% | -49.9% |
| 1Y | -51.7% | -9.8% | -41.9% | -59.1% |
| All | -51.7% | -11.6% | -40.1% | -59.1% |
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