+55.3%
IBN vs NVMI
+256.3%
-200.9%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.4% |
| 7D | -5.5% | +3.8% | -9.3% | -5.9% |
| 30D | -3.4% | -7.6% | +4.1% | -2.7% |
| 3M | +8.7% | -28.0% | +36.7% | +11.9% |
| 6M | +3.7% | -15.3% | +19.0% | +4.2% |
| YTD | -2.4% | +11.5% | -13.8% | -5.6% |
| 1Y | -8.1% | +31.6% | -39.7% | -13.5% |
| 3Y | +26.3% | +207.0% | -180.6% | -4.6% |
| All | +55.3% | +256.3% | -200.9% | +10.0% |
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