+230.8%
RDW vs NVMI
+207.9%
+23.0%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.6% | -3.9% | -3.3% |
| 7D | +0.9% | -0.1% | +0.9% | +0.9% |
| 30D | -21.3% | -8.4% | -12.9% | -17.1% |
| 3M | -37.9% | -33.6% | -4.3% | -21.2% |
| 6M | +12.3% | -14.7% | +26.9% | +23.3% |
| YTD | +39.7% | +13.2% | +26.5% | +34.8% |
| 1Y | +25.7% | +29.0% | -3.3% | +15.1% |
| 3Y | +230.8% | +215.0% | +15.9% | +137.5% |
| All | +230.8% | +207.9% | +23.0% | +137.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling