+5,054.8%
NVO vs NVMI
+1,965.6%
+3,089.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.6% | -3.7% | -2.2% |
| 7D | -7.6% | -0.1% | -7.5% | -7.6% |
| 30D | -6.0% | -8.4% | +2.4% | -5.5% |
| 3M | -0.8% | -33.6% | +32.8% | +1.2% |
| 6M | +16.5% | -14.7% | +31.1% | +16.7% |
| YTD | -11.1% | +13.2% | -24.3% | -12.5% |
| 1Y | -16.7% | +29.0% | -45.7% | -18.7% |
| 3Y | -52.9% | +215.0% | -267.9% | -56.6% |
| 5Y | -3.0% | +268.6% | -271.5% | -11.9% |
| 10Y | +147.1% | +3,124.7% | -2,977.7% | +104.3% |
| All | +5,054.8% | +1,965.6% | +3,089.2% | +3,723.7% |
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 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