+180.0%
HOOD vs NVMI
+270.8%
-90.8%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.3% |
| 7D | +7.7% | +6.9% | +0.8% | +3.5% |
| 30D | +22.0% | -2.8% | +24.8% | +23.5% |
| 3M | +37.6% | -27.3% | +65.0% | +59.5% |
| 6M | +45.3% | -13.7% | +59.0% | +47.6% |
| YTD | +1.9% | +13.8% | -11.9% | -14.0% |
| 1Y | -2.7% | +34.9% | -37.6% | -26.2% |
| 3Y | +973.4% | +213.5% | +759.8% | +337.6% |
| All | +180.0% | +270.8% | -90.8% | +7.3% |
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