+203.4%
HD vs NVMI
+3,108.0%
-2,904.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | -1.1% |
| 7D | -3.9% | +3.8% | -7.7% | -4.6% |
| 30D | -13.1% | -7.6% | -5.6% | -12.0% |
| 3M | -3.4% | -28.0% | +24.6% | +1.4% |
| 6M | -12.6% | -15.3% | +2.8% | -11.9% |
| YTD | -9.2% | +11.5% | -20.7% | -14.2% |
| 1Y | -23.9% | +31.6% | -55.5% | -31.3% |
| 3Y | +0.4% | +207.0% | -206.5% | -31.5% |
| 5Y | +4.5% | +262.8% | -258.3% | -34.4% |
| All | +203.4% | +3,108.0% | -2,904.6% | +23.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling