+34.5%
S vs NVMI
+2.8%
+31.6%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.0% | +2.6% | -0.3% |
| 7D | +2.0% | +1.5% | +0.5% | +2.0% |
| 30D | -2.7% | -4.1% | +1.4% | -2.9% |
| 3M | -6.9% | -22.8% | +15.9% | -7.5% |
| 6M | +38.1% | -36.9% | +74.9% | +36.3% |
| YTD | +48.0% | -3.2% | +51.2% | +39.3% |
| 1Y | +34.5% | +7.1% | +27.4% | +24.2% |
| All | +34.5% | +2.8% | +31.6% | +24.2% |
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