+38.3%
KMB vs NVMI
+2,494.8%
-2,456.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.0% | +5.1% | +2.1% |
| 7D | +0.9% | +1.5% | -0.6% | +0.9% |
| 30D | +10.1% | -4.1% | +14.2% | +10.1% |
| 3M | 0.0% | -22.8% | +22.8% | +0.4% |
| 6M | +15.7% | -36.9% | +52.6% | +16.2% |
| YTD | +12.6% | -3.2% | +15.9% | +11.7% |
| 1Y | +10.1% | +7.1% | +3.1% | +8.8% |
| 3Y | +2.1% | +181.5% | -179.3% | -5.9% |
| 5Y | -0.7% | +141.2% | -141.9% | -8.7% |
| All | +38.3% | +2,494.8% | -2,456.5% | +7.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling