-94.7%
OPEN vs NVMI
+140.3%
-235.1%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.0% | -0.7% | -1.8% |
| 7D | -15.0% | +1.5% | -16.5% | -15.7% |
| 30D | -40.2% | -4.1% | -36.1% | -40.4% |
| 3M | -67.4% | -22.8% | -44.6% | -63.0% |
| 6M | -74.0% | -36.9% | -37.1% | -68.5% |
| YTD | -79.6% | -3.2% | -76.4% | -82.6% |
| 1Y | -86.1% | +7.1% | -93.2% | -89.0% |
| 3Y | -41.4% | +181.5% | -222.9% | -86.1% |
| All | -94.7% | +140.3% | -235.1% | -98.6% |
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