+310.9%
SCCO vs NVMI
+261.9%
+49.0%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.9% |
| 7D | -2.7% | -0.1% | -2.6% | -2.6% |
| 30D | -0.7% | -8.4% | +7.7% | +2.0% |
| 3M | +8.1% | -33.6% | +41.6% | +22.2% |
| 6M | +4.1% | -14.7% | +18.8% | +8.1% |
| YTD | +41.1% | +13.2% | +27.9% | +35.2% |
| 1Y | +95.6% | +29.0% | +66.5% | +79.8% |
| 3Y | +179.3% | +215.0% | -35.7% | +88.7% |
| All | +310.9% | +261.9% | +49.0% | +150.4% |
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