-83.2%
IRE vs NVMI
+11.5%
-94.8%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.9% | -5.9% | -5.0% |
| 7D | +29.0% | +6.9% | +22.1% | +13.6% |
| 30D | +24.2% | -2.8% | +27.1% | +39.1% |
| 3M | -53.2% | -27.3% | -25.8% | -6.9% |
| 6M | -36.0% | -13.7% | -22.4% | -12.0% |
| YTD | -51.0% | +13.8% | -64.9% | -62.6% |
| All | -83.2% | +11.5% | -94.8% | -85.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling