-28.0%
ORCL vs NVMI
+53.9%
-81.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +5.5% | -2.4% | +1.6% |
| 7D | +5.3% | +6.6% | -1.3% | +3.5% |
| 30D | +10.0% | -7.5% | +17.5% | +12.0% |
| 3M | -32.6% | -28.5% | -4.1% | -27.2% |
| 6M | +4.9% | -15.7% | +20.7% | +6.5% |
| YTD | -17.8% | +13.3% | -31.1% | -26.4% |
| 1Y | -28.0% | +48.3% | -76.3% | -34.5% |
| All | -28.0% | +53.9% | -81.9% | -34.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling