+953.6%
IGV vs NVMI
+8,188.1%
-7,234.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.2% | -2.0% |
| 7D | -3.3% | +11.7% | -15.0% | -4.8% |
| 30D | 0.0% | -4.0% | +4.0% | +0.4% |
| 3M | +7.3% | -25.8% | +33.1% | +10.6% |
| 6M | +16.7% | -8.3% | +25.0% | +16.1% |
| YTD | -2.8% | +14.8% | -17.7% | -6.6% |
| 1Y | -6.7% | +37.9% | -44.5% | -12.7% |
| 3Y | +41.1% | +216.3% | -175.1% | +16.2% |
| 5Y | +22.0% | +277.2% | -255.2% | -2.0% |
| 10Y | +357.9% | +3,074.3% | -2,716.4% | +198.9% |
| All | +953.6% | +8,188.1% | -7,234.6% | +499.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling