-45.8%
NIO vs NVMI
+1,251.7%
-1,297.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.1% | -1.2% | -2.2% |
| 7D | -7.3% | +3.8% | -11.0% | -9.0% |
| 30D | -22.5% | -7.6% | -15.0% | -19.9% |
| 3M | -30.9% | -28.0% | -2.9% | -21.8% |
| 6M | -37.2% | -15.3% | -21.9% | -37.1% |
| YTD | -29.8% | +11.5% | -41.3% | -40.9% |
| 1Y | -37.4% | +31.6% | -69.0% | -52.6% |
| 3Y | -64.3% | +207.0% | -271.3% | -88.2% |
| 5Y | -90.6% | +262.8% | -353.4% | -97.3% |
| All | -45.8% | +1,251.7% | -1,297.4% | -93.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling