-18.7%
OPEN vs NVMI
+209.6%
-228.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -1.9% |
| 7D | -2.9% | +6.9% | -9.8% | -5.9% |
| 30D | -13.8% | -2.8% | -10.9% | -12.8% |
| 3M | -30.9% | -27.3% | -3.5% | -22.3% |
| 6M | -40.9% | -13.7% | -27.3% | -40.5% |
| YTD | -48.5% | +13.8% | -62.4% | -55.4% |
| 1Y | -50.9% | +34.9% | -85.8% | -60.5% |
| All | -18.7% | +209.6% | -228.3% | -65.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling