-64.2%
NIO vs NVMI
+209.6%
-273.7%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -2.2% |
| 7D | -4.1% | +6.9% | -11.1% | -5.4% |
| 30D | -23.2% | -2.8% | -20.4% | -23.0% |
| 3M | -29.9% | -27.3% | -2.6% | -26.3% |
| 6M | -25.1% | -13.7% | -11.4% | -25.1% |
| YTD | -27.5% | +13.8% | -41.3% | -32.0% |
| 1Y | -41.1% | +34.9% | -75.9% | -46.8% |
| All | -64.2% | +209.6% | -273.7% | -76.5% |
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