+67.6%
RACE vs NVMI
+154.1%
-86.5%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.5% | -0.4% |
| 7D | +0.2% | +7.6% | -7.4% | -1.3% |
| 30D | +6.6% | -7.7% | +14.4% | +7.8% |
| 3M | +2.2% | -15.4% | +17.6% | +4.6% |
| 6M | +22.4% | -37.5% | +59.9% | +30.4% |
| YTD | +13.8% | -0.8% | +14.6% | +8.3% |
| 1Y | +2.2% | +2.4% | -0.2% | -3.8% |
| 3Y | +25.6% | +191.5% | -165.8% | -22.1% |
| All | +67.6% | +154.1% | -86.5% | +5.1% |
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