-55.1%
NIO vs NVMI
+204.2%
-259.3%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.6% | -5.8% | -2.1% |
| 7D | -1.8% | +15.3% | -17.1% | -4.6% |
| 30D | -6.6% | +0.1% | -6.7% | -6.9% |
| 3M | -29.9% | -14.0% | -15.9% | -28.3% |
| 6M | -46.6% | -35.2% | -11.4% | -43.3% |
| YTD | -36.5% | +3.7% | -40.2% | -39.7% |
| 1Y | -51.1% | +10.3% | -61.4% | -54.3% |
| All | -55.1% | +204.2% | -259.3% | -75.0% |
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