+197.3%
ROIV vs NVMI
+32.0%
+165.3%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | 0.0% | -1.7% |
| 7D | +19.0% | +3.8% | +15.2% | +18.2% |
| 30D | +16.1% | -7.6% | +23.7% | +17.7% |
| 3M | +44.1% | -28.0% | +72.1% | +50.2% |
| 6M | +37.8% | -15.3% | +53.1% | +38.2% |
| YTD | +88.7% | +11.5% | +77.2% | +88.4% |
| 1Y | +197.3% | +31.6% | +165.7% | +195.4% |
| All | +197.3% | +32.0% | +165.3% | +195.4% |
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