+196.5%
IRM vs NVMI
+261.9%
-65.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.4% | +1.7% |
| 7D | -1.4% | -0.1% | -1.4% | -1.4% |
| 30D | -7.4% | -8.4% | +1.0% | -5.9% |
| 3M | -7.4% | -33.6% | +26.2% | -1.2% |
| 6M | +8.7% | -14.7% | +23.3% | +10.2% |
| YTD | +40.9% | +13.2% | +27.7% | +35.1% |
| 1Y | +20.5% | +29.0% | -8.5% | +12.4% |
| 3Y | +101.7% | +215.0% | -113.3% | +49.5% |
| All | +196.5% | +261.9% | -65.4% | +116.2% |
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