+18.5%
IBB vs NVMI
+263.1%
-244.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.7% | -1.0% |
| 7D | -5.2% | +3.8% | -9.0% | -5.9% |
| 30D | +1.5% | -7.6% | +9.0% | +2.6% |
| 3M | +22.1% | -28.0% | +50.1% | +27.7% |
| 6M | +17.7% | -15.3% | +33.0% | +18.3% |
| YTD | +20.2% | +11.5% | +8.7% | +13.8% |
| 1Y | +44.4% | +31.6% | +12.8% | +31.4% |
| 3Y | +61.1% | +207.0% | -145.9% | +10.6% |
| 5Y | +18.5% | +262.8% | -244.3% | -24.5% |
| All | +18.5% | +263.1% | -244.6% | -24.5% |
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