+52.4%
GEV vs NVMI
-11.6%
+63.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.4% | -6.9% | -8.0% |
| 7D | -5.1% | -11.8% | +6.6% | +1.3% |
| 30D | -15.8% | -24.8% | +9.0% | -2.4% |
| 3M | -18.2% | -28.6% | +10.4% | -2.9% |
| 6M | -22.4% | -40.0% | +17.6% | -1.3% |
| YTD | +27.7% | -10.1% | +37.8% | +29.1% |
| 1Y | +52.4% | -9.8% | +62.1% | +52.8% |
| All | +52.4% | -11.6% | +63.9% | +52.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling