+87.0%
PR vs NVMI
-11.6%
+98.6%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -2.4% | -4.1% | -6.7% |
| 7D | -12.1% | -11.8% | -0.3% | -13.0% |
| 30D | +0.9% | -24.8% | +25.7% | -1.4% |
| 3M | +10.1% | -28.6% | +38.7% | +7.5% |
| 6M | +1.1% | -40.0% | +41.1% | -1.4% |
| YTD | +63.7% | -10.1% | +73.7% | +74.3% |
| 1Y | +87.0% | -9.8% | +96.8% | +101.7% |
| All | +87.0% | -11.6% | +98.6% | +101.7% |
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