+1,988.6%
NOW vs NVMI
+3,824.2%
-1,835.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.6% | -1.4% | +1.8% |
| 7D | -5.6% | +15.3% | -20.9% | -9.6% |
| 30D | -26.8% | +0.1% | -26.8% | -27.1% |
| 3M | -19.4% | -14.0% | -5.5% | -17.2% |
| 6M | +12.3% | -35.2% | +47.6% | +20.5% |
| YTD | -32.9% | +3.7% | -36.6% | -41.9% |
| 1Y | -40.3% | +10.3% | -50.6% | -49.9% |
| 3Y | -19.1% | +204.8% | -223.9% | -59.9% |
| 5Y | -24.4% | +158.9% | -183.2% | -60.8% |
| 10Y | +521.8% | +2,646.9% | -2,125.1% | +40.8% |
| All | +1,988.6% | +3,824.2% | -1,835.6% | +346.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling