+368.8%
ORCL vs NVMI
+3,062.9%
-2,694.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.3% |
| 7D | +10.9% | +6.9% | +4.0% | +8.9% |
| 30D | +7.0% | -2.8% | +9.8% | +7.7% |
| 3M | -21.2% | -27.3% | +6.1% | -15.2% |
| 6M | +7.4% | -13.7% | +21.1% | +9.3% |
| YTD | -16.3% | +13.8% | -30.1% | -21.8% |
| 1Y | -32.3% | +34.9% | -67.2% | -39.8% |
| 3Y | +32.6% | +213.5% | -181.0% | -8.5% |
| 5Y | +93.1% | +272.5% | -179.4% | +24.4% |
| 10Y | +368.8% | +3,142.4% | -2,773.6% | +107.9% |
| All | +368.8% | +3,062.9% | -2,694.1% | +107.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling