+3.2%
NOW vs NVMI
+277.6%
-274.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.3% | -6.3% | -5.3% |
| 7D | -6.1% | +11.7% | -17.8% | -8.7% |
| 30D | +7.5% | -4.0% | +11.5% | +8.1% |
| 3M | +17.5% | -25.8% | +43.3% | +22.9% |
| 6M | +7.9% | -8.3% | +16.3% | +2.3% |
| YTD | -12.4% | +14.8% | -27.2% | -25.9% |
| 1Y | -28.6% | +37.9% | -66.4% | -44.9% |
| 3Y | +11.8% | +216.3% | -204.4% | -50.5% |
| All | +3.2% | +277.6% | -274.4% | -59.5% |
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 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