+40.5%
IBB vs NVMI
+140.3%
-99.8%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.0% | +2.5% | +0.1% |
| 7D | -0.5% | +1.5% | -2.0% | -0.8% |
| 30D | +4.6% | -4.1% | +8.6% | +5.1% |
| 3M | +6.8% | -22.8% | +29.6% | +10.9% |
| 6M | +23.1% | -36.9% | +60.0% | +30.5% |
| YTD | +26.0% | -3.2% | +29.2% | +21.6% |
| 1Y | +30.4% | +7.1% | +23.3% | +22.9% |
| 3Y | +85.4% | +181.5% | -96.1% | +26.2% |
| All | +40.5% | +140.3% | -99.8% | -3.6% |
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