+1,022.8%
NBIS vs NVMI
+98.8%
+923.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.6% | -3.1% | -3.0% |
| 7D | -0.8% | -0.1% | -0.7% | -0.6% |
| 30D | -13.4% | -8.4% | -5.0% | -5.6% |
| 3M | +1.0% | -33.6% | +34.6% | +48.8% |
| 6M | +100.5% | -14.7% | +115.2% | +127.5% |
| YTD | +168.3% | +13.2% | +155.0% | +132.7% |
| 1Y | +151.8% | +29.0% | +122.8% | +91.5% |
| All | +1,022.8% | +98.8% | +923.9% | +522.3% |
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