+65.0%
HST vs NVMI
+209.6%
-144.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.7% | 0.0% |
| 7D | -0.3% | +6.9% | -7.3% | -1.3% |
| 30D | -2.8% | -2.8% | +0.1% | -2.5% |
| 3M | -6.5% | -27.3% | +20.9% | -2.8% |
| 6M | +20.7% | -13.7% | +34.4% | +21.0% |
| YTD | +30.5% | +13.8% | +16.6% | +24.2% |
| 1Y | +36.8% | +34.9% | +1.9% | +25.1% |
| All | +65.0% | +209.6% | -144.6% | +15.0% |
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