+3,500.5%
RRC vs NVMI
+1,995.1%
+1,505.4%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.4% |
| 7D | -1.2% | +11.7% | -12.9% | -2.0% |
| 30D | +9.4% | -4.0% | +13.5% | +9.6% |
| 3M | +7.4% | -25.8% | +33.2% | +9.0% |
| 6M | +1.5% | -8.3% | +9.8% | +1.0% |
| YTD | +19.4% | +14.8% | +4.6% | +16.6% |
| 1Y | +24.2% | +37.9% | -13.6% | +19.4% |
| 3Y | +32.8% | +216.3% | -183.5% | +18.7% |
| 5Y | +152.9% | +277.2% | -124.3% | +122.3% |
| 10Y | +3.9% | +3,074.3% | -3,070.5% | -18.0% |
| All | +3,500.5% | +1,995.1% | +1,505.4% | +2,787.6% |
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 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