+9.5%
S vs NVMI
+53.9%
-44.3%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.5% | -5.1% | +0.2% |
| 7D | -7.7% | +6.6% | -14.3% | -7.9% |
| 30D | -5.3% | -7.5% | +2.2% | -5.2% |
| 3M | +20.3% | -28.5% | +48.8% | +20.6% |
| 6M | +47.4% | -15.7% | +63.1% | +44.6% |
| YTD | +32.5% | +13.3% | +19.2% | +23.1% |
| 1Y | +9.5% | +48.3% | -38.8% | +0.7% |
| All | +9.5% | +53.9% | -44.3% | +0.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling