+147.7%
P vs NVMI
+209.6%
-61.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.2% | -3.6% |
| 7D | +5.0% | +6.9% | -1.9% | +1.4% |
| 30D | -0.9% | -2.8% | +1.9% | +0.4% |
| 3M | +38.7% | -27.3% | +66.0% | +61.1% |
| 6M | +54.4% | -13.7% | +68.1% | +60.9% |
| YTD | +44.8% | +13.8% | +31.0% | +29.7% |
| 1Y | +22.5% | +34.9% | -12.3% | -0.5% |
| All | +147.7% | +209.6% | -61.8% | +17.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling