-83.7%
IRE vs NVMI
+11.0%
-94.7%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +5.5% | +8.5% | +2.7% |
| 7D | +54.8% | +6.6% | +48.2% | +37.2% |
| 30D | +18.4% | -7.5% | +25.9% | +47.0% |
| 3M | -66.7% | -28.5% | -38.2% | -30.0% |
| 6M | -52.3% | -15.7% | -36.6% | -29.5% |
| YTD | -52.3% | +13.3% | -65.6% | -63.3% |
| All | -83.7% | +11.0% | -94.7% | -85.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling