+32.0%
RCL vs NVMI
-11.6%
+43.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.4% | +8.8% | +6.9% |
| 7D | +11.7% | -11.8% | +23.4% | +14.7% |
| 30D | +21.1% | -24.8% | +46.0% | +28.8% |
| 3M | +2.9% | -28.6% | +31.5% | +10.3% |
| 6M | +29.8% | -40.0% | +69.8% | +43.0% |
| YTD | +21.4% | -10.1% | +31.5% | +26.4% |
| 1Y | +32.0% | -9.8% | +41.8% | +37.0% |
| All | +32.0% | -11.6% | +43.6% | +37.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling