-9.7%
LII vs NVMI
+204.4%
-214.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.8% | 0.0% |
| 7D | +0.4% | +7.6% | -7.2% | -1.3% |
| 30D | -2.4% | -7.7% | +5.3% | -1.1% |
| 3M | -17.5% | -15.4% | -2.1% | -15.3% |
| 6M | -32.8% | -37.5% | +4.7% | -27.1% |
| YTD | -27.7% | -0.8% | -26.9% | -29.3% |
| 1Y | -28.1% | +2.4% | -30.5% | -30.3% |
| 3Y | -9.7% | +191.5% | -201.1% | -39.9% |
| All | -9.7% | +204.4% | -214.1% | -39.9% |
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