+87.6%
ROIV vs NVMI
+3.9%
+83.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.8% | -0.6% | -3.6% |
| 7D | +9.2% | +16.9% | -7.7% | +5.6% |
| 30D | +19.9% | -4.3% | +24.2% | +20.5% |
| 3M | +10.6% | -19.3% | +29.9% | +14.4% |
| 6M | +36.1% | -33.6% | +69.6% | +42.6% |
| YTD | +84.3% | -0.2% | +84.5% | +89.2% |
| 1Y | +87.6% | +5.1% | +82.5% | +90.4% |
| All | +87.6% | +3.9% | +83.7% | +90.4% |
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