-81.0%
QID vs NVMI
+261.9%
-342.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.4% | -0.8% |
| 7D | +1.3% | -0.1% | +1.4% | +1.3% |
| 30D | +2.9% | -8.4% | +11.3% | -2.0% |
| 3M | -0.7% | -33.6% | +32.8% | -19.5% |
| 6M | -29.7% | -14.7% | -15.0% | -29.9% |
| YTD | -27.9% | +13.2% | -41.1% | -11.3% |
| 1Y | -34.6% | +29.0% | -63.6% | -8.9% |
| 3Y | -73.5% | +215.0% | -288.5% | -2.2% |
| All | -81.0% | +261.9% | -342.9% | +1.9% |
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