+46.2%
HAS vs NVMI
+212.4%
-166.2%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.3% | -3.7% | -2.6% |
| 7D | -3.1% | +11.7% | -14.8% | -4.6% |
| 30D | -2.7% | -4.0% | +1.3% | -2.3% |
| 3M | +8.9% | -25.8% | +34.7% | +12.7% |
| 6M | -2.9% | -8.3% | +5.4% | -3.8% |
| YTD | +12.6% | +14.8% | -2.2% | +6.7% |
| 1Y | +17.5% | +37.9% | -20.4% | +7.1% |
| 3Y | +46.2% | +216.3% | -170.1% | +4.0% |
| All | +46.2% | +212.4% | -166.2% | +4.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling