+93.1%
ORCL vs NVMI
+274.3%
-181.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.3% |
| 7D | +10.9% | +6.9% | +4.0% | +8.7% |
| 30D | +7.0% | -2.8% | +9.8% | +7.8% |
| 3M | -21.2% | -27.3% | +6.1% | -14.6% |
| 6M | +7.4% | -13.7% | +21.1% | +9.2% |
| YTD | -16.3% | +13.8% | -30.1% | -22.7% |
| 1Y | -32.3% | +34.9% | -67.2% | -41.0% |
| 3Y | +32.6% | +213.5% | -181.0% | -13.3% |
| 5Y | +93.1% | +272.5% | -179.4% | +25.0% |
| All | +93.1% | +274.3% | -181.2% | +25.0% |
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