-9.1%
NVTS vs NVMI
+257.9%
-267.0%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.6% | +2.7% | +2.8% |
| 7D | -1.4% | -0.1% | -1.4% | -1.3% |
| 30D | -16.5% | -8.4% | -8.1% | -9.0% |
| 3M | -47.6% | -33.6% | -14.1% | -22.9% |
| 6M | +7.3% | -14.7% | +22.0% | +28.5% |
| YTD | +62.9% | +13.2% | +49.7% | +53.1% |
| 1Y | +91.3% | +29.0% | +62.3% | +63.1% |
| 3Y | +43.4% | +215.0% | -171.6% | -55.4% |
| All | -9.1% | +257.9% | -267.0% | -68.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling