-25.8%
NOW vs NVMI
+155.4%
-181.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.8% | -2.6% |
| 7D | -8.7% | +7.6% | -16.3% | -10.4% |
| 30D | -29.3% | -7.7% | -21.6% | -28.3% |
| 3M | -21.8% | -15.4% | -6.5% | -19.9% |
| 6M | +9.2% | -37.5% | +46.8% | +16.4% |
| YTD | -35.0% | -0.8% | -34.2% | -43.7% |
| 1Y | -42.5% | +2.4% | -44.9% | -51.2% |
| 3Y | -21.5% | +191.5% | -213.0% | -66.2% |
| 5Y | -25.8% | +156.3% | -182.1% | -67.7% |
| All | -25.8% | +155.4% | -181.1% | -67.7% |
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 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