+1,304.9%
HAS vs NVMI
+1,709.4%
-404.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.3% | +3.0% | +0.9% |
| 7D | +3.3% | +7.6% | -4.3% | +2.6% |
| 30D | +30.5% | -7.7% | +38.3% | +31.2% |
| 3M | +29.9% | -15.4% | +45.2% | +31.2% |
| 6M | +26.5% | -37.5% | +64.1% | +30.0% |
| YTD | +51.9% | -0.8% | +52.8% | +50.1% |
| 1Y | +60.9% | +2.4% | +58.5% | +58.4% |
| 3Y | +215.0% | +191.5% | +23.5% | +182.3% |
| 5Y | +51.5% | +156.3% | -104.8% | +36.0% |
| 10Y | +102.2% | +2,539.4% | -2,437.1% | +57.2% |
| All | +1,304.9% | +1,709.4% | -404.5% | +905.0% |
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 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