+228.7%
HL vs NVMI
+261.9%
-33.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.7% |
| 7D | -4.4% | -0.1% | -4.3% | -4.3% |
| 30D | +9.3% | -8.4% | +17.7% | +12.4% |
| 3M | +32.0% | -33.6% | +65.5% | +49.1% |
| 6M | -6.4% | -14.7% | +8.2% | -3.1% |
| YTD | +3.1% | +13.2% | -10.1% | -1.3% |
| 1Y | +77.6% | +29.0% | +48.5% | +62.9% |
| 3Y | +392.8% | +215.0% | +177.8% | +230.0% |
| All | +228.7% | +261.9% | -33.2% | +97.8% |
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