+100.7%
ROST vs NVMI
+207.9%
-107.1%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.6% | +0.8% | +2.2% |
| 7D | +0.2% | -0.1% | +0.3% | +0.2% |
| 30D | -6.9% | -8.4% | +1.5% | -6.2% |
| 3M | -3.3% | -33.6% | +30.2% | +0.3% |
| 6M | +9.0% | -14.7% | +23.7% | +9.6% |
| YTD | +28.9% | +13.2% | +15.6% | +25.4% |
| 1Y | +54.0% | +29.0% | +25.0% | +47.5% |
| 3Y | +100.7% | +215.0% | -114.3% | +63.6% |
| All | +100.7% | +207.9% | -107.1% | +63.6% |
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