-62.7%
FND vs NVMI
+261.9%
-324.6%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | +0.5% |
| 7D | -5.8% | -0.1% | -5.7% | -5.8% |
| 30D | -20.2% | -8.4% | -11.8% | -18.1% |
| 3M | -12.0% | -33.6% | +21.6% | -0.9% |
| 6M | -18.5% | -14.7% | -3.8% | -17.4% |
| YTD | -22.3% | +13.2% | -35.5% | -30.1% |
| 1Y | -47.6% | +29.0% | -76.7% | -55.8% |
| 3Y | -49.8% | +215.0% | -264.7% | -76.5% |
| All | -62.7% | +261.9% | -324.6% | -84.2% |
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