+31.3%
NFLX vs NVMI
+261.9%
-230.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.2% | +1.5% |
| 7D | -1.1% | -0.1% | -1.0% | -1.1% |
| 30D | +4.3% | -8.4% | +12.7% | +6.1% |
| 3M | -4.8% | -33.6% | +28.8% | +3.2% |
| 6M | -18.4% | -14.7% | -3.8% | -19.5% |
| YTD | -17.4% | +13.2% | -30.7% | -26.5% |
| 1Y | -35.7% | +29.0% | -64.7% | -46.0% |
| 3Y | +73.8% | +215.0% | -141.2% | -11.7% |
| All | +31.3% | +261.9% | -230.5% | -36.4% |
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