+69.6%
PBR vs NVMI
+53.9%
+15.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +5.5% | -7.4% | -1.9% |
| 7D | +8.6% | +6.6% | +2.0% | +8.6% |
| 30D | +12.8% | -7.5% | +20.3% | +12.9% |
| 3M | +14.7% | -28.5% | +43.2% | +15.1% |
| 6M | +25.2% | -15.7% | +40.9% | +24.8% |
| YTD | +77.1% | +13.3% | +63.8% | +76.5% |
| 1Y | +69.6% | +48.3% | +21.3% | +74.8% |
| All | +69.6% | +53.9% | +15.7% | +74.8% |
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 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