+24.5%
Q vs NVMI
-9.8%
+34.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.0% | -0.5% | -1.6% |
| 7D | +1.2% | +1.5% | -0.3% | +0.3% |
| 30D | -2.7% | -4.1% | +1.4% | 0.0% |
| 3M | -16.9% | -22.8% | +5.8% | -2.9% |
| 6M | -26.9% | -36.9% | +10.0% | -4.0% |
| YTD | +45.2% | -3.2% | +48.4% | +52.8% |
| 1Y | +38.1% | +7.1% | +31.1% | +39.6% |
| All | +24.5% | -9.8% | +34.3% | +32.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling