+154.4%
INFY vs NVMI
+1,965.6%
-1,811.2%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +1.3% |
| 7D | -5.4% | -0.1% | -5.3% | -5.4% |
| 30D | -9.9% | -8.4% | -1.5% | -9.0% |
| 3M | -4.6% | -33.6% | +29.0% | -0.7% |
| 6M | -18.5% | -14.7% | -3.8% | -18.6% |
| YTD | -36.5% | +13.2% | -49.8% | -39.3% |
| 1Y | -32.8% | +29.0% | -61.8% | -37.0% |
| 3Y | -32.2% | +215.0% | -247.2% | -45.5% |
| 5Y | -44.7% | +268.6% | -313.2% | -57.0% |
| 10Y | +82.3% | +3,124.7% | -3,042.4% | +6.0% |
| All | +154.4% | +1,965.6% | -1,811.2% | -0.6% |
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 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