+16.0%
P vs NVMI
+32.0%
-16.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.1% | -1.0% | -2.0% |
| 7D | -4.1% | +3.8% | -7.9% | -5.9% |
| 30D | -14.0% | -7.6% | -6.4% | -10.7% |
| 3M | +41.4% | -28.0% | +69.4% | +64.1% |
| 6M | +54.2% | -15.3% | +69.5% | +60.7% |
| YTD | +40.4% | +11.5% | +29.0% | +26.0% |
| 1Y | +16.0% | +31.6% | -15.6% | -7.7% |
| All | +16.0% | +32.0% | -16.1% | -7.7% |
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