+35.7%
IONS vs NVMI
+209.6%
-173.9%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.4% | -1.2% |
| 7D | -8.7% | +6.9% | -15.6% | -9.0% |
| 30D | -1.6% | -2.8% | +1.2% | -1.6% |
| 3M | -24.9% | -27.3% | +2.4% | -24.0% |
| 6M | -25.7% | -13.7% | -12.0% | -26.0% |
| YTD | -29.2% | +13.8% | -43.0% | -30.9% |
| 1Y | -13.0% | +34.9% | -47.9% | -16.3% |
| All | +35.7% | +209.6% | -173.9% | +15.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling