-0.3%
HRB vs NVMI
+53.9%
-54.1%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +5.5% | -9.5% | -2.8% |
| 7D | -5.7% | +6.6% | -12.3% | -4.3% |
| 30D | +7.9% | -7.5% | +15.4% | +6.2% |
| 3M | +32.1% | -28.5% | +60.6% | +25.1% |
| 6M | +62.2% | -15.7% | +78.0% | +56.1% |
| YTD | +16.4% | +13.3% | +3.1% | +14.9% |
| 1Y | -0.3% | +48.3% | -48.6% | -3.5% |
| All | -0.3% | +53.9% | -54.1% | -3.5% |
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 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