+7.3%
S vs NVMI
+30.7%
-23.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.1% | +4.0% | +2.0% |
| 7D | +0.1% | +3.8% | -3.7% | -0.1% |
| 30D | -11.8% | -7.6% | -4.2% | -11.7% |
| 3M | +33.9% | -28.0% | +61.9% | +34.2% |
| 6M | +40.1% | -15.3% | +55.4% | +37.3% |
| YTD | +32.1% | +11.5% | +20.6% | +22.5% |
| All | +7.3% | +30.7% | -23.4% | -3.8% |
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