+237.0%
HOOD vs NVMI
+295.2%
-58.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.3% | -5.3% | -4.7% |
| 7D | +13.4% | +11.7% | +1.7% | +6.3% |
| 30D | +25.8% | -4.0% | +29.8% | +28.2% |
| 3M | +38.0% | -25.8% | +63.7% | +57.7% |
| 6M | +52.2% | -8.3% | +60.5% | +49.0% |
| YTD | +3.7% | +14.8% | -11.1% | -12.7% |
| 1Y | +0.1% | +37.9% | -37.8% | -24.7% |
| 3Y | +992.6% | +216.3% | +776.3% | +352.4% |
| 5Y | +193.0% | +277.2% | -84.2% | +23.9% |
| All | +237.0% | +295.2% | -58.2% | +51.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling