+605.1%
RVMD vs NVMI
+825.8%
-220.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.3% |
| 7D | -3.0% | -0.1% | -2.9% | -3.0% |
| 30D | -0.7% | -8.4% | +7.7% | +1.8% |
| 3M | +36.5% | -33.6% | +70.1% | +53.1% |
| 6M | +104.6% | -14.7% | +119.3% | +107.4% |
| YTD | +155.8% | +13.2% | +142.6% | +131.4% |
| 1Y | +340.7% | +29.0% | +311.7% | +275.0% |
| 3Y | +519.9% | +215.0% | +304.9% | +206.0% |
| 5Y | +584.9% | +268.6% | +316.4% | +200.4% |
| All | +605.1% | +825.8% | -220.7% | +66.0% |
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