+57.6%
PPL vs NVMI
+3,062.9%
-3,005.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.5% |
| 7D | 0.0% | +6.9% | -6.9% | -0.4% |
| 30D | -1.3% | -2.8% | +1.6% | -1.1% |
| 3M | -2.6% | -27.3% | +24.8% | -0.9% |
| 6M | -8.4% | -13.7% | +5.3% | -8.4% |
| YTD | +0.2% | +13.8% | -13.6% | -2.2% |
| 1Y | -0.2% | +34.9% | -35.1% | -4.2% |
| 3Y | +52.9% | +213.5% | -160.6% | +29.0% |
| 5Y | +36.8% | +272.5% | -235.6% | +9.4% |
| 10Y | +57.6% | +3,142.4% | -3,084.8% | -6.6% |
| All | +57.6% | +3,062.9% | -3,005.3% | -6.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling