+29.7%
Q vs NVMI
+3.9%
+25.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.1% | +0.4% | -0.4% |
| 7D | +4.1% | +3.8% | +0.3% | +1.7% |
| 30D | -10.7% | -7.6% | -3.2% | -6.4% |
| 3M | -11.7% | -28.0% | +16.3% | +7.4% |
| 6M | +8.3% | -15.3% | +23.6% | +18.2% |
| YTD | +51.3% | +11.5% | +39.8% | +46.1% |
| All | +29.7% | +3.9% | +25.8% | +26.4% |
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