+45.4%
NU vs NVMI
+179.0%
-133.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +1.0% |
| 7D | -4.2% | +3.8% | -8.0% | -5.7% |
| 30D | +10.0% | -7.6% | +17.6% | +13.2% |
| 3M | +29.3% | -28.0% | +57.3% | +43.0% |
| 6M | +0.9% | -15.3% | +16.2% | +1.4% |
| YTD | -10.3% | +11.5% | -21.7% | -20.8% |
| 1Y | -3.2% | +31.6% | -34.8% | -22.1% |
| 3Y | +120.6% | +207.0% | -86.4% | -12.1% |
| All | +45.4% | +179.0% | -133.6% | -42.4% |
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