+75.6%
HST vs NVMI
-11.6%
+87.2%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.4% | +3.7% | +1.5% |
| 7D | +3.3% | -11.8% | +15.1% | +4.2% |
| 30D | +16.4% | -24.8% | +41.2% | +18.6% |
| 3M | +5.5% | -28.6% | +34.0% | +7.7% |
| 6M | +31.1% | -40.0% | +71.1% | +35.0% |
| YTD | +55.9% | -10.1% | +66.0% | +60.9% |
| 1Y | +75.6% | -9.8% | +85.4% | +81.7% |
| All | +75.6% | -11.6% | +87.2% | +81.7% |
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