+158.2%
LTH vs NVMI
+209.6%
-51.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -1.5% |
| 7D | -4.0% | +6.9% | -10.9% | -5.2% |
| 30D | -1.7% | -2.8% | +1.2% | -1.3% |
| 3M | +28.0% | -27.3% | +55.3% | +33.9% |
| 6M | +54.1% | -13.7% | +67.7% | +54.6% |
| YTD | +57.1% | +13.8% | +43.2% | +48.0% |
| 1Y | +45.8% | +34.9% | +10.9% | +31.0% |
| All | +158.2% | +209.6% | -51.4% | +42.9% |
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