+59.8%
ON vs NVMI
+261.9%
-202.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.6% | +6.9% | +7.4% |
| 7D | +2.4% | -0.1% | +2.4% | +2.4% |
| 30D | -8.6% | -8.4% | -0.2% | -3.4% |
| 3M | -34.3% | -33.6% | -0.8% | -13.2% |
| 6M | +28.5% | -14.7% | +43.2% | +43.1% |
| YTD | +40.6% | +13.2% | +27.4% | +27.2% |
| 1Y | +55.3% | +29.0% | +26.3% | +27.2% |
| 3Y | -22.2% | +215.0% | -237.2% | -73.1% |
| All | +59.8% | +261.9% | -202.1% | -49.7% |
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