-12.3%
LUV vs NVMI
+261.9%
-274.2%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.2% | +1.0% |
| 7D | -1.0% | -0.1% | -0.9% | -1.0% |
| 30D | -12.4% | -8.4% | -4.0% | -10.7% |
| 3M | -11.0% | -33.6% | +22.6% | -3.1% |
| 6M | -5.0% | -14.7% | +9.7% | -3.4% |
| YTD | -3.8% | +13.2% | -17.0% | -9.1% |
| 1Y | +25.9% | +29.0% | -3.1% | +14.4% |
| 3Y | +42.2% | +215.0% | -172.7% | -5.7% |
| All | -12.3% | +261.9% | -274.2% | -43.8% |
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