+7.9%
RRX vs NVMI
+207.9%
-199.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.6% | +2.1% | +3.1% |
| 7D | -0.3% | -0.1% | -0.3% | -0.3% |
| 30D | -6.1% | -8.4% | +2.3% | -3.0% |
| 3M | -23.1% | -33.6% | +10.5% | -10.5% |
| 6M | -19.5% | -14.7% | -4.9% | -14.9% |
| YTD | +16.1% | +13.2% | +2.8% | +11.0% |
| 1Y | +12.9% | +29.0% | -16.1% | +2.7% |
| 3Y | +7.9% | +215.0% | -207.0% | -35.2% |
| All | +7.9% | +207.9% | -199.9% | -35.2% |
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