+1,033.0%
GEN vs NVMI
+1,995.1%
-962.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -4.1% | -2.9% |
| 7D | -0.7% | +11.7% | -12.4% | -1.7% |
| 30D | +2.6% | -4.0% | +6.7% | +2.9% |
| 3M | +15.8% | -25.8% | +41.5% | +17.9% |
| 6M | +33.1% | -8.3% | +41.5% | +32.4% |
| YTD | +11.3% | +14.8% | -3.5% | +8.2% |
| 1Y | +1.7% | +37.9% | -36.2% | -3.1% |
| 3Y | +58.1% | +216.3% | -158.1% | +37.4% |
| 5Y | +20.6% | +277.2% | -256.6% | +2.0% |
| 10Y | +149.0% | +3,074.3% | -2,925.3% | +74.6% |
| All | +1,033.0% | +1,995.1% | -962.1% | +592.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling