+319.8%
ROIV vs NVMI
+274.3%
+45.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.0% |
| 7D | +22.3% | +6.9% | +15.4% | +20.4% |
| 30D | +16.9% | -2.8% | +19.7% | +17.5% |
| 3M | +43.9% | -27.3% | +71.3% | +53.2% |
| 6M | +41.6% | -13.7% | +55.3% | +42.8% |
| YTD | +92.7% | +13.8% | +78.8% | +80.8% |
| 1Y | +210.2% | +34.9% | +175.3% | +175.8% |
| 3Y | +231.8% | +213.5% | +18.3% | +105.6% |
| 5Y | +319.8% | +272.5% | +47.3% | +140.2% |
| All | +319.8% | +274.3% | +45.4% | +140.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling