+640.6%
HWM vs NVMI
+263.1%
+377.5%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.1% | +0.1% | -1.5% |
| 7D | -12.5% | +3.8% | -16.3% | -13.4% |
| 30D | -19.0% | -7.6% | -11.4% | -17.6% |
| 3M | -8.6% | -28.0% | +19.4% | -2.1% |
| 6M | -10.2% | -15.3% | +5.1% | -9.0% |
| YTD | +11.3% | +11.5% | -0.1% | +3.6% |
| 1Y | +24.3% | +31.6% | -7.3% | +9.4% |
| 3Y | +382.3% | +207.0% | +175.3% | +207.5% |
| 5Y | +640.6% | +262.8% | +377.8% | +336.0% |
| All | +640.6% | +263.1% | +377.5% | +336.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling