+20.3%
FTV vs NVMI
+53.9%
-33.5%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.5% | -6.5% | -1.2% |
| 7D | -4.5% | +6.6% | -11.1% | -4.7% |
| 30D | -7.1% | -7.5% | +0.5% | -6.8% |
| 3M | -7.2% | -28.5% | +21.3% | -6.5% |
| 6M | -1.5% | -15.7% | +14.2% | -1.4% |
| YTD | +3.5% | +13.3% | -9.8% | +2.0% |
| 1Y | +20.3% | +48.3% | -27.9% | +8.9% |
| All | +20.3% | +53.9% | -33.5% | +8.9% |
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 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