-53.1%
FISV vs NVMI
+261.9%
-315.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.6% | +3.8% | +5.3% |
| 7D | -2.7% | -0.1% | -2.6% | -2.7% |
| 30D | 0.0% | -8.4% | +8.4% | +0.6% |
| 3M | -2.8% | -33.6% | +30.8% | -0.3% |
| 6M | -11.8% | -14.7% | +2.8% | -12.8% |
| YTD | -23.2% | +13.2% | -36.4% | -27.1% |
| 1Y | -62.0% | +29.0% | -91.0% | -64.9% |
| 3Y | -57.6% | +215.0% | -272.6% | -68.3% |
| All | -53.1% | +261.9% | -315.0% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling