+11.8%
NOW vs NVMI
+212.4%
-200.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.3% | -6.3% | -5.1% |
| 7D | -6.1% | +11.7% | -17.8% | -7.0% |
| 30D | +7.5% | -4.0% | +11.5% | +7.7% |
| 3M | +17.5% | -25.8% | +43.3% | +19.6% |
| 6M | +7.9% | -8.3% | +16.3% | +4.0% |
| YTD | -12.4% | +14.8% | -27.2% | -21.6% |
| 1Y | -28.6% | +37.9% | -66.4% | -39.9% |
| 3Y | +11.8% | +216.3% | -204.4% | -31.2% |
| All | +11.8% | +212.4% | -200.6% | -31.2% |
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