-84.5%
IRE vs NVMI
+9.2%
-93.7%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -2.1% | -5.7% | -3.5% |
| 7D | +7.9% | +3.8% | +4.2% | +1.1% |
| 30D | +9.3% | -7.6% | +16.8% | +35.5% |
| 3M | -52.3% | -28.0% | -24.3% | -3.5% |
| 6M | -38.5% | -15.3% | -23.2% | -11.9% |
| YTD | -54.8% | +11.5% | -66.3% | -63.9% |
| All | -84.5% | +9.2% | -93.7% | -85.6% |
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 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