+8.9%
FOXA vs NVMI
-11.6%
+20.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.4% | +6.2% | +3.6% |
| 7D | +9.9% | -11.8% | +21.6% | +8.9% |
| 30D | +10.0% | -24.8% | +34.8% | +8.0% |
| 3M | +18.4% | -28.6% | +47.0% | +16.3% |
| 6M | +12.2% | -40.0% | +52.2% | +9.1% |
| YTD | -3.8% | -10.1% | +6.3% | -7.8% |
| 1Y | +8.9% | -9.8% | +18.7% | +4.6% |
| All | +8.9% | -11.6% | +20.5% | +4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling