+199.1%
HRB vs NVMI
+3,158.6%
-2,959.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.0% | +0.4% |
| 7D | -8.0% | -0.1% | -8.0% | -8.0% |
| 30D | -16.0% | -8.4% | -7.6% | -15.4% |
| 3M | +26.9% | -33.6% | +60.4% | +31.2% |
| 6M | +51.1% | -14.7% | +65.8% | +49.3% |
| YTD | +7.1% | +13.2% | -6.2% | +0.8% |
| 1Y | -9.6% | +29.0% | -38.6% | -17.3% |
| 3Y | +25.4% | +215.0% | -189.6% | -8.6% |
| 5Y | +114.9% | +268.6% | -153.7% | +46.1% |
| All | +199.1% | +3,158.6% | -2,959.5% | +32.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling