+22.0%
GEN vs NVMI
+263.1%
-241.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.8% | +0.9% |
| 7D | -4.3% | +3.8% | -8.1% | -4.7% |
| 30D | +3.8% | -7.6% | +11.3% | +4.4% |
| 3M | +22.3% | -28.0% | +50.3% | +25.1% |
| 6M | +39.0% | -15.3% | +54.3% | +38.1% |
| YTD | +11.9% | +11.5% | +0.4% | +6.7% |
| 1Y | +4.5% | +31.6% | -27.1% | -3.3% |
| 3Y | +59.0% | +207.0% | -148.0% | +23.3% |
| 5Y | +22.0% | +262.8% | -240.8% | -8.4% |
| All | +22.0% | +263.1% | -241.1% | -8.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling