+123.6%
HOOD vs NVMI
+233.1%
-109.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.0% | -1.3% | -2.6% |
| 7D | -3.8% | +1.5% | -5.3% | -4.6% |
| 30D | -23.0% | -4.1% | -18.9% | -21.3% |
| 3M | -21.6% | -22.8% | +1.1% | -10.4% |
| 6M | +1.4% | -36.9% | +38.3% | +24.1% |
| YTD | -31.2% | -3.2% | -28.0% | -36.8% |
| 1Y | -35.9% | +7.1% | -43.0% | -44.7% |
| 3Y | +836.9% | +181.5% | +655.5% | +311.5% |
| 5Y | +121.1% | +141.2% | -20.1% | -0.8% |
| All | +123.6% | +233.1% | -109.5% | +9.7% |
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 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