+807.7%
RACE vs NVMI
+3,108.0%
-2,300.3%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.1% | +3.7% | +2.1% |
| 7D | -2.2% | +3.8% | -6.0% | -3.2% |
| 30D | -0.4% | -7.6% | +7.2% | +1.2% |
| 3M | +17.9% | -28.0% | +45.9% | +25.3% |
| 6M | +19.3% | -15.3% | +34.6% | +20.1% |
| YTD | +11.9% | +11.5% | +0.4% | +3.8% |
| 1Y | -12.7% | +31.6% | -44.3% | -23.5% |
| 3Y | +41.1% | +207.0% | -165.9% | -12.2% |
| 5Y | +94.1% | +262.8% | -168.8% | +10.7% |
| All | +807.7% | +3,108.0% | -2,300.3% | +186.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling