+35.1%
RRC vs NVMI
+203.1%
-168.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +0.5% |
| 7D | -1.2% | +3.8% | -4.9% | -1.5% |
| 30D | +3.0% | -7.6% | +10.5% | +3.6% |
| 3M | +7.3% | -28.0% | +35.3% | +9.8% |
| 6M | +3.6% | -15.3% | +18.9% | +2.6% |
| YTD | +19.4% | +11.5% | +7.9% | +12.3% |
| 1Y | +21.4% | +31.6% | -10.2% | +10.2% |
| All | +35.1% | +203.1% | -168.0% | +0.6% |
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