+2,771.1%
NOW vs NVMI
+4,186.9%
-1,415.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +5.5% | -8.5% | -4.6% |
| 7D | -2.4% | +6.6% | -9.0% | -4.4% |
| 30D | +20.5% | -7.5% | +28.0% | +22.7% |
| 3M | +18.3% | -28.5% | +46.8% | +26.6% |
| 6M | +24.1% | -15.7% | +39.8% | +21.4% |
| YTD | -7.8% | +13.3% | -21.1% | -21.2% |
| 1Y | -21.4% | +48.3% | -69.7% | -40.6% |
| 3Y | +19.5% | +191.2% | -171.7% | -38.3% |
| 5Y | +4.1% | +268.7% | -264.6% | -52.1% |
| 10Y | +826.4% | +3,034.8% | -2,208.4% | +104.2% |
| All | +2,771.1% | +4,186.9% | -1,415.7% | +505.2% |
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 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