+16.0%
ROL vs NVMI
+140.3%
-124.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.0% | +5.5% | +2.7% |
| 7D | +3.0% | +1.5% | +1.5% | +2.9% |
| 30D | +19.8% | -4.1% | +23.9% | +19.9% |
| 3M | +7.9% | -22.8% | +30.7% | +8.9% |
| 6M | -25.6% | -36.9% | +11.2% | -24.6% |
| YTD | -34.1% | -3.2% | -30.9% | -35.3% |
| 1Y | -31.4% | +7.1% | -38.5% | -33.1% |
| 3Y | +4.7% | +181.5% | -176.8% | -11.9% |
| All | +16.0% | +140.3% | -124.4% | -1.8% |
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