-18.5%
JD vs NVMI
+32.8%
-51.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.4% | 0.0% |
| 7D | -4.2% | -0.1% | -4.2% | -4.2% |
| 30D | -14.4% | -8.4% | -6.0% | -13.9% |
| 3M | -3.6% | -33.6% | +30.0% | +0.1% |
| 6M | -0.3% | -14.7% | +14.4% | -1.7% |
| YTD | -2.4% | +13.2% | -15.6% | -10.9% |
| 1Y | -18.5% | +29.0% | -47.5% | -28.5% |
| All | -18.5% | +32.8% | -51.3% | -28.5% |
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