+10.0%
S vs NVMI
+209.6%
-199.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +0.9% | +0.3% |
| 7D | -1.2% | +6.9% | -8.2% | -2.8% |
| 30D | -12.6% | -2.8% | -9.7% | -12.2% |
| 3M | +27.6% | -27.3% | +54.9% | +34.9% |
| 6M | +35.5% | -13.7% | +49.1% | +33.8% |
| YTD | +29.6% | +13.8% | +15.8% | +15.0% |
| 1Y | +8.1% | +34.9% | -26.7% | -10.7% |
| All | +10.0% | +209.6% | -199.5% | -40.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling