-50.0%
OUST vs NVMI
+156.9%
-206.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +6.4% | +4.4% | +5.8% |
| 7D | +36.7% | +9.6% | +27.1% | +27.5% |
| 30D | -3.3% | -5.6% | +2.3% | +2.3% |
| 3M | -11.1% | -15.2% | +4.1% | +2.7% |
| 6M | +53.1% | -36.1% | +89.1% | +122.5% |
| YTD | +78.2% | +1.5% | +76.8% | +83.7% |
| 1Y | +50.0% | +8.3% | +41.7% | +47.6% |
| 3Y | +836.2% | +212.6% | +623.6% | +231.6% |
| 5Y | -50.0% | +158.4% | -208.4% | -80.8% |
| All | -50.0% | +156.9% | -206.9% | -80.8% |
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