+172.1%
NXT vs NVMI
+292.5%
-120.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.3% | +1.3% |
| 7D | -1.9% | -0.1% | -1.8% | -1.9% |
| 30D | -20.0% | -8.4% | -11.6% | -17.4% |
| 3M | -30.7% | -33.6% | +2.8% | -19.9% |
| 6M | -29.0% | -14.7% | -14.3% | -24.6% |
| YTD | -4.8% | +13.2% | -18.1% | -6.9% |
| 1Y | +22.8% | +29.0% | -6.2% | +16.2% |
| 3Y | +93.9% | +215.0% | -121.0% | +22.3% |
| All | +172.1% | +292.5% | -120.3% | +49.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling