+30.8%
RIO vs NVMI
-11.6%
+42.4%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.4% | +6.0% | +4.1% |
| 7D | -1.6% | -11.8% | +10.2% | +0.9% |
| 30D | -11.6% | -24.8% | +13.2% | -6.4% |
| 3M | -12.7% | -28.6% | +15.9% | -7.0% |
| 6M | -12.4% | -40.0% | +27.6% | -4.0% |
| YTD | +11.0% | -10.1% | +21.1% | +15.4% |
| 1Y | +30.8% | -9.8% | +40.6% | +35.9% |
| All | +30.8% | -11.6% | +42.4% | +35.9% |
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