+129.2%
HPE vs NVMI
+53.9%
+75.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +5.5% | -10.0% | -6.7% |
| 7D | -0.6% | +6.6% | -7.2% | -3.3% |
| 30D | -2.3% | -7.5% | +5.2% | +0.6% |
| 3M | -2.9% | -28.5% | +25.6% | +9.3% |
| 6M | +143.6% | -15.7% | +159.3% | +158.2% |
| YTD | +118.5% | +13.3% | +105.2% | +108.9% |
| 1Y | +129.2% | +48.3% | +80.9% | +98.8% |
| All | +129.2% | +53.9% | +75.3% | +98.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling