+118.2%
PAAS vs NVMI
+277.6%
-159.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -1.0% |
| 7D | +2.0% | +11.7% | -9.7% | -0.5% |
| 30D | -0.1% | -4.0% | +4.0% | +0.6% |
| 3M | +8.2% | -25.8% | +34.0% | +14.3% |
| 6M | -13.8% | -8.3% | -5.5% | -13.3% |
| YTD | -0.6% | +14.8% | -15.5% | -4.4% |
| 1Y | +44.0% | +37.9% | +6.1% | +33.4% |
| 3Y | +246.6% | +216.3% | +30.3% | +162.3% |
| All | +118.2% | +277.6% | -159.4% | +59.8% |
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