+48.6%
JBL vs NVMI
+32.8%
+15.8%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.6% | +3.5% | +4.2% |
| 7D | +2.4% | -0.1% | +2.5% | +2.5% |
| 30D | -13.1% | -8.4% | -4.7% | -9.0% |
| 3M | -15.6% | -33.6% | +18.0% | +2.4% |
| 6M | +24.6% | -14.7% | +39.2% | +32.9% |
| YTD | +39.6% | +13.2% | +26.4% | +31.2% |
| 1Y | +48.6% | +29.0% | +19.6% | +29.2% |
| All | +48.6% | +32.8% | +15.8% | +29.2% |
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 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