+70.8%
GD vs NVMI
+193.5%
-122.7%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.5% | -7.3% | -2.0% |
| 7D | -5.3% | +6.6% | -11.9% | -5.5% |
| 30D | -6.4% | -7.5% | +1.1% | -6.2% |
| 3M | +5.7% | -28.5% | +34.2% | +6.8% |
| 6M | -0.9% | -15.7% | +14.8% | -1.1% |
| YTD | +8.2% | +13.3% | -5.2% | +5.9% |
| 1Y | +13.4% | +48.3% | -34.9% | +9.6% |
| All | +70.8% | +193.5% | -122.7% | +65.5% |
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