+9,597.2%
ROST vs NVMI
+1,976.9%
+7,620.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.7% |
| 7D | -2.2% | +6.9% | -9.2% | -2.8% |
| 30D | -11.4% | -2.8% | -8.6% | -11.3% |
| 3M | -1.6% | -27.3% | +25.7% | +0.4% |
| 6M | +6.8% | -13.7% | +20.5% | +7.2% |
| YTD | +25.8% | +13.8% | +12.0% | +23.3% |
| 1Y | +52.4% | +34.9% | +17.5% | +47.0% |
| 3Y | +94.4% | +213.5% | -119.2% | +72.1% |
| 5Y | +108.2% | +272.5% | -164.3% | +81.0% |
| 10Y | +308.5% | +3,142.4% | -2,833.9% | +209.9% |
| All | +9,597.2% | +1,976.9% | +7,620.3% | +6,699.7% |
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