+1.0%
RGEN vs NVMI
+203.1%
-202.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | +0.3% |
| 7D | -2.9% | +3.8% | -6.7% | -3.9% |
| 30D | -0.1% | -7.6% | +7.5% | +1.7% |
| 3M | +25.9% | -28.0% | +53.9% | +33.9% |
| 6M | +35.2% | -15.3% | +50.5% | +34.6% |
| YTD | +0.5% | +11.5% | -11.0% | -8.7% |
| 1Y | +37.0% | +31.6% | +5.4% | +17.6% |
| All | +1.0% | +203.1% | -202.1% | -46.5% |
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