+301.7%
HIG vs NVMI
+3,158.6%
-2,856.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.5% |
| 7D | -1.5% | -0.1% | -1.4% | -1.5% |
| 30D | -0.4% | -8.4% | +8.0% | +0.6% |
| 3M | +6.7% | -33.6% | +40.2% | +11.3% |
| 6M | +2.0% | -14.7% | +16.6% | +1.7% |
| YTD | +0.3% | +13.2% | -12.9% | -5.0% |
| 1Y | +4.2% | +29.0% | -24.8% | -4.0% |
| 3Y | +102.2% | +215.0% | -112.8% | +46.3% |
| 5Y | +118.5% | +268.6% | -150.1% | +45.9% |
| All | +301.7% | +3,158.6% | -2,856.9% | +78.9% |
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