-6.4%
NU vs NVMI
+32.8%
-39.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.6% | -4.2% | -3.0% |
| 7D | -4.9% | -0.1% | -4.8% | -4.9% |
| 30D | +7.8% | -8.4% | +16.2% | +9.7% |
| 3M | +20.9% | -33.6% | +54.5% | +29.8% |
| 6M | +0.9% | -14.7% | +15.6% | -1.5% |
| YTD | -12.7% | +13.2% | -25.9% | -21.1% |
| 1Y | -6.4% | +29.0% | -35.4% | -17.0% |
| All | -6.4% | +32.8% | -39.2% | -17.0% |
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