+61.8%
PCAR vs NVMI
+212.4%
-150.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.1% | -2.0% |
| 7D | 0.0% | +11.7% | -11.6% | -1.9% |
| 30D | -7.7% | -4.0% | -3.7% | -7.2% |
| 3M | +3.7% | -25.8% | +29.5% | +8.1% |
| 6M | +2.3% | -8.3% | +10.6% | +2.4% |
| YTD | +12.8% | +14.8% | -2.0% | +8.3% |
| 1Y | +27.8% | +37.9% | -10.1% | +18.6% |
| 3Y | +61.8% | +216.3% | -154.5% | +19.9% |
| All | +61.8% | +212.4% | -150.6% | +19.9% |
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