+78.3%
PR vs NVMI
+42.2%
+36.2%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | +1.3% |
| 7D | -0.6% | +11.7% | -12.3% | 0.0% |
| 30D | +17.4% | -4.0% | +21.4% | +17.2% |
| 3M | +21.8% | -25.8% | +47.5% | +20.7% |
| 6M | +27.6% | -8.3% | +35.9% | +27.2% |
| YTD | +71.4% | +14.8% | +56.6% | +74.1% |
| 1Y | +78.3% | +37.9% | +40.5% | +86.2% |
| All | +78.3% | +42.2% | +36.2% | +86.2% |
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