+122.3%
PTEN vs NVMI
+53.9%
+68.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.5% | -6.5% | -1.5% |
| 7D | +0.7% | +6.6% | -5.9% | +0.2% |
| 30D | +31.2% | -7.5% | +38.8% | +32.0% |
| 3M | +2.0% | -28.5% | +30.5% | +4.8% |
| 6M | +42.4% | -15.7% | +58.2% | +40.2% |
| YTD | +109.2% | +13.3% | +95.9% | +86.3% |
| 1Y | +122.3% | +48.3% | +74.0% | +87.6% |
| All | +122.3% | +53.9% | +68.4% | +87.6% |
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 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