+332.5%
HBM vs NVMI
+261.9%
+70.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -1.2% |
| 7D | -3.3% | -0.1% | -3.2% | -3.2% |
| 30D | -4.8% | -8.4% | +3.6% | -1.4% |
| 3M | -0.4% | -33.6% | +33.1% | +16.8% |
| 6M | +17.9% | -14.7% | +32.6% | +24.2% |
| YTD | +33.7% | +13.2% | +20.5% | +25.7% |
| 1Y | +95.6% | +29.0% | +66.6% | +73.4% |
| 3Y | +458.1% | +215.0% | +243.1% | +207.2% |
| All | +332.5% | +261.9% | +70.6% | +106.6% |
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