-99.1%
NVD vs NVMI
+207.9%
-307.0%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | +1.8% |
| 7D | +10.8% | -0.1% | +10.9% | +10.8% |
| 30D | +0.8% | -8.4% | +9.2% | -5.6% |
| 3M | -20.8% | -33.6% | +12.7% | -42.8% |
| 6M | -41.2% | -14.7% | -26.5% | -41.5% |
| YTD | -44.2% | +13.2% | -57.4% | -20.9% |
| 1Y | -54.2% | +29.0% | -83.2% | -19.4% |
| 3Y | -99.1% | +215.0% | -314.1% | -92.9% |
| All | -99.1% | +207.9% | -307.0% | -92.9% |
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 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