+133.8%
LTH vs NVMI
+269.6%
-135.8%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.5% | -0.4% |
| 7D | -4.0% | -0.1% | -3.9% | -4.0% |
| 30D | -5.3% | -8.4% | +3.1% | -3.3% |
| 3M | +19.0% | -33.6% | +52.6% | +30.7% |
| 6M | +55.8% | -14.7% | +70.5% | +56.8% |
| YTD | +56.1% | +13.2% | +42.9% | +42.5% |
| 1Y | +41.3% | +29.0% | +12.2% | +21.8% |
| 3Y | +156.6% | +215.0% | -58.3% | +35.6% |
| All | +133.8% | +269.6% | -135.8% | +16.5% |
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 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