+182.3%
RCAT vs NVMI
+274.3%
-92.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.9% | -5.6% | -6.2% |
| 7D | -2.3% | +6.9% | -9.2% | -4.9% |
| 30D | -18.7% | -2.8% | -15.9% | -17.7% |
| 3M | -29.3% | -27.3% | -1.9% | -20.3% |
| 6M | -42.3% | -13.7% | -28.6% | -39.4% |
| YTD | +2.5% | +13.8% | -11.3% | -1.5% |
| 1Y | -5.7% | +34.9% | -40.5% | -12.8% |
| 3Y | +764.9% | +213.5% | +551.4% | +573.7% |
| 5Y | +182.3% | +272.5% | -90.2% | +135.3% |
| All | +182.3% | +274.3% | -92.0% | +135.3% |
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 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