+737.6%
FLEX vs NVMI
+277.6%
+460.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.3% | +3.0% | +3.7% |
| 7D | +7.0% | +11.7% | -4.7% | +0.9% |
| 30D | -5.8% | -4.0% | -1.8% | -3.7% |
| 3M | -24.2% | -25.8% | +1.5% | -11.6% |
| 6M | +90.8% | -8.3% | +99.1% | +102.0% |
| YTD | +89.2% | +14.8% | +74.4% | +80.4% |
| 1Y | +104.7% | +37.9% | +66.8% | +79.6% |
| 3Y | +478.1% | +216.3% | +261.8% | +228.8% |
| All | +737.6% | +277.6% | +460.0% | +335.4% |
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