+28.6%
P vs NVMI
+2.8%
+25.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.0% | +1.1% | -0.3% |
| 7D | +11.6% | +1.5% | +10.1% | +10.6% |
| 30D | -23.7% | -4.1% | -19.6% | -21.7% |
| 3M | -8.0% | -22.8% | +14.8% | +4.1% |
| 6M | +27.9% | -36.9% | +64.8% | +56.4% |
| YTD | +61.2% | -3.2% | +64.4% | +60.6% |
| 1Y | +28.6% | +7.1% | +21.5% | +20.5% |
| All | +28.6% | +2.8% | +25.8% | +20.5% |
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