+3,838.8%
GWW vs NVMI
+1,965.6%
+1,873.2%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.5% |
| 7D | -3.4% | -0.1% | -3.3% | -3.4% |
| 30D | -1.9% | -8.4% | +6.5% | -1.2% |
| 3M | -2.4% | -33.6% | +31.2% | +0.7% |
| 6M | +15.7% | -14.7% | +30.4% | +16.3% |
| YTD | +27.6% | +13.2% | +14.4% | +24.8% |
| 1Y | +27.2% | +29.0% | -1.8% | +22.7% |
| 3Y | +89.7% | +215.0% | -125.3% | +66.0% |
| 5Y | +223.9% | +268.6% | -44.6% | +176.9% |
| 10Y | +567.1% | +3,124.7% | -2,557.6% | +378.9% |
| All | +3,838.8% | +1,965.6% | +1,873.2% | +2,262.8% |
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 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