-57.6%
FISV vs NVMI
+207.9%
-265.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.6% | +3.8% | +5.4% |
| 7D | -2.7% | -0.1% | -2.6% | -2.7% |
| 30D | 0.0% | -8.4% | +8.4% | +0.1% |
| 3M | -2.8% | -33.6% | +30.8% | -2.1% |
| 6M | -11.8% | -14.7% | +2.8% | -13.1% |
| YTD | -23.2% | +13.2% | -36.4% | -26.3% |
| 1Y | -62.0% | +29.0% | -91.0% | -64.2% |
| 3Y | -57.6% | +215.0% | -272.6% | -67.3% |
| All | -57.6% | +207.9% | -265.5% | -67.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling