+188.9%
RBA vs NVMI
+3,108.0%
-2,919.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | -0.6% |
| 7D | -3.3% | +3.8% | -7.1% | -3.9% |
| 30D | -9.8% | -7.6% | -2.2% | -8.8% |
| 3M | -23.5% | -28.0% | +4.5% | -19.8% |
| 6M | -21.5% | -15.3% | -6.2% | -20.9% |
| YTD | -21.2% | +11.5% | -32.6% | -24.8% |
| 1Y | -30.2% | +31.6% | -61.8% | -36.1% |
| 3Y | +25.3% | +207.0% | -181.6% | -9.5% |
| 5Y | +35.1% | +262.8% | -227.7% | -9.6% |
| All | +188.9% | +3,108.0% | -2,919.0% | +16.0% |
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