-51.2%
LULU vs NVMI
+53.9%
-105.0%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | +5.5% | -22.9% | -17.3% |
| 7D | -16.7% | +6.6% | -23.3% | -16.7% |
| 30D | -18.5% | -7.5% | -11.0% | -18.3% |
| 3M | -19.5% | -28.5% | +9.0% | -19.0% |
| 6M | -41.9% | -15.7% | -26.2% | -42.6% |
| YTD | -51.6% | +13.3% | -64.9% | -53.3% |
| 1Y | -51.2% | +48.3% | -99.5% | -53.2% |
| All | -51.2% | +53.9% | -105.0% | -53.2% |
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