+78.8%
IVV vs NVMI
+192.6%
-113.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.8% | +3.5% | +0.3% |
| 7D | +3.3% | +16.9% | -13.6% | +0.5% |
| 30D | -2.7% | -4.3% | +1.6% | -2.2% |
| 3M | -1.7% | -19.3% | +17.6% | +1.3% |
| 6M | +3.2% | -33.6% | +36.7% | +8.6% |
| YTD | +12.0% | -0.2% | +12.2% | +8.4% |
| 1Y | +12.1% | +5.1% | +7.0% | +7.2% |
| All | +78.8% | +192.6% | -113.8% | +32.3% |
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