+25.9%
LMT vs NVMI
-11.6%
+37.4%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.4% | -4.4% | -6.9% |
| 7D | -5.5% | -11.8% | +6.3% | -5.6% |
| 30D | +17.5% | -24.8% | +42.3% | +17.5% |
| 3M | +1.6% | -28.6% | +30.2% | +1.8% |
| 6M | +16.3% | -40.0% | +56.3% | +15.5% |
| YTD | +25.3% | -10.1% | +35.3% | +17.4% |
| 1Y | +25.9% | -9.8% | +35.6% | +17.9% |
| All | +25.9% | -11.6% | +37.4% | +17.9% |
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 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