+2,157.1%
RGEN vs NVMI
+1,976.9%
+180.1%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -2.0% |
| 7D | -4.6% | +6.9% | -11.5% | -5.3% |
| 30D | +1.2% | -2.8% | +4.0% | +1.4% |
| 3M | +26.8% | -27.3% | +54.2% | +30.6% |
| 6M | +29.1% | -13.7% | +42.7% | +29.6% |
| YTD | +0.7% | +13.8% | -13.1% | -2.3% |
| 1Y | +39.1% | +34.9% | +4.2% | +32.1% |
| 3Y | +2.2% | +213.5% | -211.3% | -12.8% |
| 5Y | -44.0% | +272.5% | -316.5% | -53.1% |
| 10Y | +412.7% | +3,142.4% | -2,729.7% | +261.0% |
| All | +2,157.1% | +1,976.9% | +180.1% | +1,342.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling