+26.7%
Q vs NVMI
+5.6%
+21.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.5% | -3.8% | -1.7% |
| 7D | +0.2% | +6.6% | -6.4% | -3.7% |
| 30D | -11.1% | -7.5% | -3.6% | -6.9% |
| 3M | -22.1% | -28.5% | +6.4% | -4.9% |
| 6M | +0.5% | -15.7% | +16.2% | +9.8% |
| YTD | +47.8% | +13.3% | +34.5% | +41.3% |
| All | +26.7% | +5.6% | +21.1% | +22.2% |
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