+357.7%
IGV vs NVMI
+3,158.6%
-2,800.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | -0.2% |
| 7D | -2.9% | -0.1% | -2.8% | -2.9% |
| 30D | -1.5% | -8.4% | +6.9% | +0.9% |
| 3M | +11.7% | -33.6% | +45.2% | +24.3% |
| 6M | +18.4% | -14.7% | +33.1% | +18.3% |
| YTD | -3.9% | +13.2% | -17.1% | -14.4% |
| 1Y | -9.7% | +29.0% | -38.7% | -24.0% |
| 3Y | +38.4% | +215.0% | -176.6% | -24.3% |
| 5Y | +21.6% | +268.6% | -247.0% | -39.3% |
| All | +357.7% | +3,158.6% | -2,800.9% | +23.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling