+588.9%
RVMD vs NVMI
+261.9%
+327.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.2% |
| 7D | -3.0% | -0.1% | -2.9% | -3.0% |
| 30D | -0.7% | -8.4% | +7.7% | +1.4% |
| 3M | +36.5% | -33.6% | +70.1% | +50.4% |
| 6M | +104.6% | -14.7% | +119.3% | +107.2% |
| YTD | +155.8% | +13.2% | +142.6% | +135.4% |
| 1Y | +340.7% | +29.0% | +311.7% | +285.0% |
| 3Y | +519.9% | +215.0% | +304.9% | +225.1% |
| All | +588.9% | +261.9% | +327.0% | +235.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling