+36.3%
HBAN vs NVMI
+261.9%
-225.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.5% |
| 7D | -1.0% | -0.1% | -0.9% | -1.0% |
| 30D | -5.6% | -8.4% | +2.8% | -4.2% |
| 3M | -1.1% | -33.6% | +32.4% | +5.6% |
| 6M | +9.9% | -14.7% | +24.6% | +10.5% |
| YTD | -0.9% | +13.2% | -14.2% | -6.9% |
| 1Y | -1.4% | +29.0% | -30.4% | -10.7% |
| 3Y | +78.2% | +215.0% | -136.8% | +20.5% |
| All | +36.3% | +261.9% | -225.6% | -11.4% |
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