+167.1%
NXT vs NVMI
+286.4%
-119.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | -0.5% |
| 7D | -2.6% | +3.8% | -6.4% | -4.0% |
| 30D | -22.4% | -7.6% | -14.9% | -20.1% |
| 3M | -27.3% | -28.0% | +0.7% | -18.2% |
| 6M | -28.5% | -15.3% | -13.2% | -23.8% |
| YTD | -6.6% | +11.5% | -18.1% | -8.1% |
| 1Y | +20.4% | +31.6% | -11.2% | +13.5% |
| 3Y | +90.9% | +207.0% | -116.1% | +21.8% |
| All | +167.1% | +286.4% | -119.3% | +47.1% |
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 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