+229.2%
ROIV vs NVMI
+212.4%
+16.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +1.3% | +17.4% | +18.5% |
| 7D | +20.2% | +11.7% | +8.5% | +17.8% |
| 30D | +14.1% | -4.0% | +18.2% | +14.8% |
| 3M | +45.6% | -25.8% | +71.4% | +51.6% |
| 6M | +44.1% | -8.3% | +52.4% | +43.6% |
| YTD | +91.2% | +14.8% | +76.3% | +83.7% |
| 1Y | +221.3% | +37.9% | +183.4% | +197.4% |
| 3Y | +229.2% | +216.3% | +12.9% | +129.5% |
| All | +229.2% | +212.4% | +16.8% | +129.5% |
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