+516.5%
PL vs NVMI
+183.9%
+332.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.0% | +2.3% | +1.1% |
| 7D | +10.0% | +1.5% | +8.5% | +9.3% |
| 30D | -2.3% | -4.1% | +1.8% | +0.6% |
| 3M | -44.2% | -22.8% | -21.4% | -35.6% |
| 6M | -66.1% | -36.9% | -29.2% | -56.5% |
| YTD | -30.0% | -3.2% | -26.8% | -29.6% |
| 1Y | +21.0% | +7.1% | +14.0% | +15.1% |
| 3Y | +516.5% | +181.5% | +335.0% | +233.9% |
| All | +516.5% | +183.9% | +332.6% | +233.9% |
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