+40.9%
QSR vs NVMI
+261.9%
-221.0%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | +0.5% |
| 7D | -4.0% | -0.1% | -3.9% | -4.0% |
| 30D | +2.8% | -8.4% | +11.1% | +3.4% |
| 3M | +5.1% | -33.6% | +38.7% | +8.2% |
| 6M | +8.8% | -14.7% | +23.5% | +8.7% |
| YTD | +14.8% | +13.2% | +1.6% | +10.8% |
| 1Y | +25.7% | +29.0% | -3.3% | +18.9% |
| 3Y | +27.5% | +215.0% | -187.5% | -1.1% |
| All | +40.9% | +261.9% | -221.0% | +4.5% |
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