+53.3%
HAS vs NVMI
+165.8%
-112.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.6% | -2.8% | +1.0% |
| 7D | +2.0% | +15.3% | -13.3% | -0.7% |
| 30D | +30.9% | +0.1% | +30.9% | +30.5% |
| 3M | +28.8% | -14.0% | +42.7% | +31.3% |
| 6M | +32.3% | -35.2% | +67.6% | +40.2% |
| YTD | +54.7% | +3.7% | +51.0% | +46.2% |
| 1Y | +63.2% | +10.3% | +53.0% | +51.7% |
| 3Y | +220.7% | +204.8% | +15.9% | +112.1% |
| 5Y | +53.3% | +158.9% | -105.5% | -1.2% |
| All | +53.3% | +165.8% | -112.4% | -1.2% |
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