+589.9%
HBM vs NVMI
+67,501.8%
-66,912.0%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.1% | -0.9% |
| 7D | -3.3% | -0.1% | -3.2% | -3.2% |
| 30D | -4.8% | -8.4% | +3.6% | -2.6% |
| 3M | -0.4% | -33.6% | +33.1% | +10.6% |
| 6M | +17.9% | -14.7% | +32.6% | +22.4% |
| YTD | +33.7% | +13.2% | +20.5% | +29.0% |
| 1Y | +95.6% | +29.0% | +66.6% | +81.9% |
| 3Y | +458.1% | +215.0% | +243.1% | +300.4% |
| 5Y | +329.0% | +268.6% | +60.4% | +192.6% |
| 10Y | +588.2% | +3,124.7% | -2,536.5% | +231.7% |
| All | +589.9% | +67,501.8% | -66,912.0% | +266.7% |
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