-9.7%
JD vs NVMI
-11.6%
+1.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.4% | +5.5% | +3.1% |
| 7D | +9.0% | -11.8% | +20.7% | +9.3% |
| 30D | +5.2% | -24.8% | +30.0% | +5.9% |
| 3M | -15.9% | -28.6% | +12.7% | -15.2% |
| 6M | -7.7% | -40.0% | +32.3% | -6.6% |
| YTD | +0.1% | -10.1% | +10.1% | -3.8% |
| 1Y | -9.7% | -9.8% | 0.0% | -13.6% |
| All | -9.7% | -11.6% | +1.8% | -13.6% |
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