+452.1%
FLEX vs NVMI
+158.3%
+293.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.6% | -0.8% | +1.3% |
| 7D | +2.2% | +15.3% | -13.1% | -5.2% |
| 30D | -32.6% | +0.1% | -32.7% | -32.0% |
| 3M | -35.5% | -14.0% | -21.5% | -29.5% |
| 6M | -45.6% | -35.2% | -10.3% | -31.6% |
| YTD | +30.7% | +3.7% | +27.0% | +32.4% |
| 1Y | +28.4% | +10.3% | +18.1% | +26.4% |
| 3Y | +301.7% | +204.8% | +96.9% | +131.8% |
| All | +452.1% | +158.3% | +293.8% | +223.1% |
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 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