+8.5%
NI vs NVMI
-11.6%
+20.1%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +1.6% |
| 7D | +3.9% | -11.8% | +15.7% | +4.2% |
| 30D | +15.3% | -24.8% | +40.1% | +16.1% |
| 3M | +2.4% | -28.6% | +31.0% | +3.2% |
| 6M | -4.5% | -40.0% | +35.5% | -3.7% |
| YTD | +11.4% | -10.1% | +21.4% | +9.1% |
| 1Y | +8.5% | -9.8% | +18.2% | +6.1% |
| All | +8.5% | -11.6% | +20.1% | +6.1% |
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