+44.7%
HWM vs NVMI
+53.9%
-9.2%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.5% | -6.0% | -1.5% |
| 7D | -2.1% | +6.6% | -8.7% | -3.3% |
| 30D | -11.0% | -7.5% | -3.5% | -9.8% |
| 3M | +4.0% | -28.5% | +32.5% | +9.4% |
| 6M | -0.2% | -15.7% | +15.5% | 0.0% |
| YTD | +26.7% | +13.3% | +13.3% | +16.9% |
| 1Y | +44.7% | +48.3% | -3.6% | +21.2% |
| All | +44.7% | +53.9% | -9.2% | +21.2% |
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 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