+6,640.6%
LII vs NVMI
+1,967.2%
+4,673.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +5.5% | -4.3% | +0.6% |
| 7D | -0.7% | +6.6% | -7.3% | -1.4% |
| 30D | -12.6% | -7.5% | -5.1% | -12.0% |
| 3M | -24.4% | -28.5% | +4.1% | -22.1% |
| 6M | -28.7% | -15.7% | -13.0% | -27.8% |
| YTD | -19.1% | +13.3% | -32.5% | -20.7% |
| 1Y | -29.7% | +48.3% | -78.0% | -33.0% |
| 3Y | +4.8% | +191.2% | -186.5% | -7.9% |
| 5Y | +24.6% | +268.7% | -244.1% | +6.4% |
| 10Y | +169.2% | +3,034.8% | -2,865.6% | +91.8% |
| All | +6,640.6% | +1,967.2% | +4,673.4% | +3,789.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling