+46.5%
NTR vs NVMI
+261.9%
-215.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -1.9% | -0.5% |
| 7D | -1.3% | -0.1% | -1.2% | -1.3% |
| 30D | +16.8% | -8.4% | +25.2% | +17.5% |
| 3M | +20.7% | -33.6% | +54.3% | +24.3% |
| 6M | +0.5% | -14.7% | +15.2% | +0.6% |
| YTD | +29.2% | +13.2% | +16.0% | +25.2% |
| 1Y | +39.6% | +29.0% | +10.6% | +32.8% |
| 3Y | +37.9% | +215.0% | -177.1% | +9.8% |
| All | +46.5% | +261.9% | -215.4% | +11.9% |
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