+17.9%
LMT vs NVMI
+53.9%
-35.9%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.5% | -6.9% | -1.5% |
| 7D | -6.3% | +6.6% | -12.9% | -6.4% |
| 30D | -8.5% | -7.5% | -1.0% | -8.4% |
| 3M | +1.8% | -28.5% | +30.3% | +2.0% |
| 6M | -19.9% | -15.7% | -4.2% | -21.5% |
| YTD | +10.6% | +13.3% | -2.7% | +5.2% |
| 1Y | +17.9% | +48.3% | -30.3% | +14.1% |
| All | +17.9% | +53.9% | -35.9% | +14.1% |
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