-61.1%
FISV vs NVMI
+53.9%
-114.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.5% | -5.0% | +1.2% |
| 7D | -0.3% | +6.6% | -6.9% | +0.5% |
| 30D | -2.1% | -7.5% | +5.5% | -3.0% |
| 3M | -5.7% | -28.5% | +22.8% | -9.2% |
| 6M | -15.3% | -15.7% | +0.4% | -18.2% |
| YTD | -21.1% | +13.3% | -34.4% | -22.1% |
| 1Y | -61.1% | +48.3% | -109.4% | -61.3% |
| All | -61.1% | +53.9% | -114.9% | -61.3% |
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