-92.4%
NIO vs NVMI
+158.3%
-250.7%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.6% | -5.8% | -3.0% |
| 7D | -1.8% | +15.3% | -17.1% | -7.3% |
| 30D | -6.6% | +0.1% | -6.7% | -7.1% |
| 3M | -29.9% | -14.0% | -15.9% | -26.7% |
| 6M | -46.6% | -35.2% | -11.4% | -40.0% |
| YTD | -36.5% | +3.7% | -40.2% | -43.9% |
| 1Y | -51.1% | +10.3% | -61.4% | -58.2% |
| 3Y | -55.2% | +204.8% | -260.1% | -84.7% |
| All | -92.4% | +158.3% | -250.7% | -97.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling