-37.4%
NIO vs NVMI
+32.0%
-69.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.1% | -1.2% | -2.9% |
| 7D | -7.3% | +3.8% | -11.0% | -7.9% |
| 30D | -22.5% | -7.6% | -15.0% | -21.5% |
| 3M | -30.9% | -28.0% | -2.9% | -27.2% |
| 6M | -37.2% | -15.3% | -21.9% | -38.6% |
| YTD | -29.8% | +11.5% | -41.3% | -38.8% |
| 1Y | -37.4% | +31.6% | -69.0% | -47.7% |
| All | -37.4% | +32.0% | -69.4% | -47.7% |
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