-50.3%
FND vs NVMI
+203.1%
-253.3%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | -1.0% |
| 7D | -5.1% | +3.8% | -8.9% | -5.9% |
| 30D | -22.5% | -7.6% | -15.0% | -21.4% |
| 3M | -5.0% | -28.0% | +23.0% | +0.7% |
| 6M | -21.5% | -15.3% | -6.2% | -20.5% |
| YTD | -23.0% | +11.5% | -34.5% | -27.4% |
| 1Y | -44.9% | +31.6% | -76.5% | -50.3% |
| All | -50.3% | +203.1% | -253.3% | -68.9% |
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