+98.1%
NU vs NVMI
+207.9%
-109.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +9.9% |
| 3M | +20.9% | -33.6% | +54.5% | +31.5% |
| 6M | +0.9% | -14.7% | +15.6% | +1.2% |
| YTD | -12.7% | +13.2% | -25.9% | -18.7% |
| 1Y | -6.4% | +29.0% | -35.4% | -16.3% |
| 3Y | +98.1% | +215.0% | -116.9% | +42.7% |
| All | +98.1% | +207.9% | -109.8% | +42.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling