-76.7%
LULU vs NVMI
+261.9%
-338.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.6% | +0.6% | +1.8% |
| 7D | -1.6% | -0.1% | -1.6% | -1.6% |
| 30D | -18.1% | -8.4% | -9.7% | -16.9% |
| 3M | -18.8% | -33.6% | +14.8% | -12.2% |
| 6M | -39.2% | -14.7% | -24.5% | -39.4% |
| YTD | -52.4% | +13.2% | -65.6% | -57.0% |
| 1Y | -40.3% | +29.0% | -69.3% | -48.8% |
| 3Y | -75.1% | +215.0% | -290.1% | -86.3% |
| All | -76.7% | +261.9% | -338.6% | -88.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling