+3.4%
NU vs NVMI
+53.9%
-50.5%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +5.5% | -7.5% | -3.2% |
| 7D | +7.5% | +6.6% | +0.9% | +6.0% |
| 30D | +6.1% | -7.5% | +13.7% | +7.8% |
| 3M | +26.8% | -28.5% | +55.3% | +33.5% |
| 6M | +2.5% | -15.7% | +18.2% | +0.5% |
| YTD | -8.2% | +13.3% | -21.5% | -17.2% |
| 1Y | +3.4% | +48.3% | -44.9% | -11.0% |
| All | +3.4% | +53.9% | -50.5% | -11.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling