+289.4%
HPE vs NVMI
+207.9%
+81.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +1.6% | +10.9% | +11.8% |
| 7D | +19.4% | -0.1% | +19.5% | +19.6% |
| 30D | +5.6% | -8.4% | +14.0% | +9.1% |
| 3M | +33.1% | -33.6% | +66.6% | +53.7% |
| 6M | +192.5% | -14.7% | +207.1% | +207.1% |
| YTD | +160.9% | +13.2% | +147.7% | +144.7% |
| 1Y | +155.0% | +29.0% | +125.9% | +126.1% |
| 3Y | +289.4% | +215.0% | +74.4% | +135.6% |
| All | +289.4% | +207.9% | +81.5% | +135.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling