+279.2%
RTX vs NVMI
+3,158.6%
-2,879.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.5% |
| 7D | -1.5% | -0.1% | -1.5% | -1.5% |
| 30D | -11.0% | -8.4% | -2.6% | -9.9% |
| 3M | +7.7% | -33.6% | +41.2% | +13.7% |
| 6M | -3.9% | -14.7% | +10.8% | -3.8% |
| YTD | +9.0% | +13.2% | -4.3% | +3.1% |
| 1Y | +27.3% | +29.0% | -1.8% | +16.8% |
| 3Y | +172.9% | +215.0% | -42.1% | +93.3% |
| 5Y | +165.2% | +268.6% | -103.4% | +71.7% |
| All | +279.2% | +3,158.6% | -2,879.4% | +53.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling