+1,301.0%
HAS vs NVMI
+1,720.2%
-419.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.8% | +1.8% | -1.8% |
| 7D | +1.6% | +16.9% | -15.3% | +0.3% |
| 30D | +26.6% | -4.3% | +30.9% | +26.9% |
| 3M | +29.0% | -19.3% | +48.3% | +30.7% |
| 6M | +30.6% | -33.6% | +64.1% | +33.6% |
| YTD | +51.5% | -0.2% | +51.7% | +49.6% |
| 1Y | +58.5% | +5.1% | +53.4% | +55.7% |
| 3Y | +214.1% | +193.2% | +20.9% | +181.4% |
| 5Y | +50.2% | +148.6% | -98.4% | +35.1% |
| 10Y | +100.0% | +2,542.3% | -2,442.2% | +55.4% |
| All | +1,301.0% | +1,720.2% | -419.2% | +901.7% |
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