+750.3%
NVT vs NVMI
+1,267.5%
-517.2%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.6% | +3.1% | +3.9% |
| 7D | +4.1% | -0.1% | +4.1% | +4.2% |
| 30D | -5.1% | -8.4% | +3.3% | -1.3% |
| 3M | -1.2% | -33.6% | +32.4% | +18.0% |
| 6M | +46.6% | -14.7% | +61.3% | +55.1% |
| YTD | +60.0% | +13.2% | +46.8% | +48.0% |
| 1Y | +70.8% | +29.0% | +41.8% | +48.4% |
| 3Y | +187.5% | +215.0% | -27.4% | +58.0% |
| 5Y | +426.1% | +268.6% | +157.6% | +150.8% |
| All | +750.3% | +1,267.5% | -517.2% | +73.1% |
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