+10,621.7%
GILD vs NVMI
+1,965.6%
+8,656.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.3% | -0.9% |
| 7D | -4.8% | -0.1% | -4.7% | -4.8% |
| 30D | +5.8% | -8.4% | +14.2% | +6.3% |
| 3M | +14.9% | -33.6% | +48.5% | +17.6% |
| 6M | -0.4% | -14.7% | +14.3% | -0.1% |
| YTD | +18.5% | +13.2% | +5.3% | +16.2% |
| 1Y | +25.1% | +29.0% | -3.9% | +21.2% |
| 3Y | +105.9% | +215.0% | -109.1% | +83.2% |
| 5Y | +143.0% | +268.6% | -125.6% | +111.1% |
| 10Y | +162.4% | +3,124.7% | -2,962.3% | +91.8% |
| All | +10,621.7% | +1,965.6% | +8,656.0% | +7,606.5% |
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