+115.4%
FOXA vs NVMI
+207.9%
-92.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | +1.1% |
| 7D | +0.8% | -0.1% | +0.9% | +0.8% |
| 30D | +5.0% | -8.4% | +13.4% | +5.5% |
| 3M | -3.0% | -33.6% | +30.5% | -1.1% |
| 6M | +14.8% | -14.7% | +29.4% | +14.0% |
| YTD | -8.9% | +13.2% | -22.1% | -12.2% |
| 1Y | +13.3% | +29.0% | -15.7% | +7.3% |
| 3Y | +115.4% | +215.0% | -99.6% | +73.9% |
| All | +115.4% | +207.9% | -92.5% | +73.9% |
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