+284.5%
ROIV vs NVMI
+373.5%
-88.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.8% | -0.6% | -3.6% |
| 7D | +9.2% | +16.9% | -7.7% | +5.4% |
| 30D | +19.9% | -4.3% | +24.2% | +20.8% |
| 3M | +10.6% | -19.3% | +29.9% | +15.3% |
| 6M | +36.1% | -33.6% | +69.6% | +45.7% |
| YTD | +84.3% | -0.2% | +84.5% | +78.4% |
| 1Y | +87.6% | +5.1% | +82.5% | +78.8% |
| 3Y | +353.9% | +193.2% | +160.7% | +203.6% |
| 5Y | +376.1% | +148.6% | +227.4% | +218.8% |
| All | +284.5% | +373.5% | -88.9% | +142.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling