-43.3%
ORCL vs NVMI
+3.9%
-47.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.8% | +2.8% | +0.2% |
| 7D | +10.4% | +16.9% | -6.5% | +4.9% |
| 30D | -11.2% | -4.3% | -7.0% | -10.0% |
| 3M | -16.8% | -19.3% | +2.5% | -12.0% |
| 6M | -31.5% | -33.6% | +2.1% | -25.2% |
| YTD | -33.9% | -0.2% | -33.7% | -39.2% |
| 1Y | -43.3% | +5.1% | -48.3% | -49.4% |
| All | -43.3% | +3.9% | -47.1% | -49.4% |
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 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