+11.0%
HAS vs NVMI
+274.3%
-263.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.3% |
| 7D | -4.8% | +6.9% | -11.8% | -6.1% |
| 30D | -5.1% | -2.8% | -2.3% | -4.8% |
| 3M | +6.4% | -27.3% | +33.7% | +11.7% |
| 6M | -5.6% | -13.7% | +8.0% | -5.5% |
| YTD | +11.0% | +13.8% | -2.9% | +3.8% |
| 1Y | +16.8% | +34.9% | -18.1% | +4.4% |
| 3Y | +44.0% | +213.5% | -169.5% | -3.2% |
| 5Y | +11.0% | +272.5% | -261.5% | -31.1% |
| All | +11.0% | +274.3% | -263.3% | -31.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling