+147.5%
GE vs NVMI
+3,158.6%
-3,011.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.7% | -0.5% |
| 7D | -4.0% | -0.1% | -3.9% | -4.0% |
| 30D | -11.4% | -8.4% | -3.0% | -9.7% |
| 3M | -2.6% | -33.6% | +30.9% | +6.1% |
| 6M | -0.3% | -14.7% | +14.3% | +0.9% |
| YTD | +5.4% | +13.2% | -7.9% | -1.4% |
| 1Y | +15.5% | +29.0% | -13.5% | +3.9% |
| 3Y | +260.8% | +215.0% | +45.8% | +142.1% |
| 5Y | +421.6% | +268.6% | +153.1% | +224.8% |
| All | +147.5% | +3,158.6% | -3,011.2% | +3.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling