+223.3%
HOOD vs NVMI
+289.6%
-66.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.2% | -1.6% |
| 7D | -7.8% | -0.1% | -7.7% | -7.8% |
| 30D | +18.6% | -8.4% | +27.0% | +24.2% |
| 3M | +22.1% | -33.6% | +55.6% | +49.1% |
| 6M | +43.1% | -14.7% | +57.7% | +46.4% |
| YTD | -0.5% | +13.2% | -13.7% | -15.6% |
| 1Y | -4.4% | +29.0% | -33.4% | -25.1% |
| 3Y | +938.5% | +215.0% | +723.5% | +330.5% |
| 5Y | +173.4% | +268.6% | -95.1% | +16.0% |
| All | +223.3% | +289.6% | -66.3% | +46.5% |
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