+43.4%
NVTS vs NVMI
+207.9%
-164.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.6% | +2.7% | +3.0% |
| 7D | -1.4% | -0.1% | -1.4% | -1.3% |
| 30D | -16.5% | -8.4% | -8.1% | -9.5% |
| 3M | -47.6% | -33.6% | -14.1% | -25.2% |
| 6M | +7.3% | -14.7% | +22.0% | +28.1% |
| YTD | +62.9% | +13.2% | +49.7% | +58.6% |
| 1Y | +91.3% | +29.0% | +62.3% | +72.7% |
| 3Y | +43.4% | +215.0% | -171.6% | -36.6% |
| All | +43.4% | +207.9% | -164.5% | -36.6% |
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