-84.0%
OPEN vs NVMI
+270.8%
-354.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -1.7% |
| 7D | -2.9% | +6.9% | -9.8% | -7.3% |
| 30D | -13.8% | -2.8% | -10.9% | -12.5% |
| 3M | -30.9% | -27.3% | -3.5% | -18.2% |
| 6M | -40.9% | -13.7% | -27.3% | -40.9% |
| YTD | -48.5% | +13.8% | -62.4% | -59.0% |
| 1Y | -50.9% | +34.9% | -85.8% | -65.6% |
| 3Y | -20.6% | +213.5% | -234.2% | -81.0% |
| All | -84.0% | +270.8% | -354.8% | -96.4% |
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