+153.8%
GEN vs NVMI
+3,158.6%
-3,004.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | +0.7% |
| 7D | -1.3% | -0.1% | -1.2% | -1.3% |
| 30D | +6.1% | -8.4% | +14.5% | +7.3% |
| 3M | +27.0% | -33.6% | +60.5% | +33.3% |
| 6M | +43.9% | -14.7% | +58.5% | +43.4% |
| YTD | +13.0% | +13.2% | -0.2% | +6.6% |
| 1Y | +4.0% | +29.0% | -25.0% | -4.8% |
| 3Y | +66.2% | +215.0% | -148.8% | +21.9% |
| 5Y | +23.2% | +268.6% | -245.4% | -15.4% |
| All | +153.8% | +3,158.6% | -3,004.9% | +14.8% |
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