-9.4%
NVTS vs NVMI
+259.9%
-269.2%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.5% | -2.5% |
| 7D | +3.5% | +6.9% | -3.5% | -2.7% |
| 30D | -11.9% | -2.8% | -9.1% | -9.1% |
| 3M | -49.2% | -27.3% | -21.9% | -31.1% |
| 6M | +38.4% | -13.7% | +52.1% | +64.1% |
| YTD | +62.5% | +13.8% | +48.6% | +51.8% |
| 1Y | +101.4% | +34.9% | +66.5% | +65.4% |
| 3Y | +40.4% | +213.5% | -173.1% | -56.1% |
| All | -9.4% | +259.9% | -269.2% | -68.5% |
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