-0.2%
SCHG vs NVMI
-14.5%
+14.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -5.1% | -0.4% | -4.7% |
| 7D | -6.8% | -16.2% | +9.4% | -4.3% |
| 30D | -11.2% | -28.9% | +17.8% | -6.8% |
| 3M | -7.4% | -30.3% | +23.0% | -2.7% |
| 6M | -1.0% | -45.6% | +44.6% | +6.5% |
| YTD | +0.9% | -14.6% | +15.6% | -2.2% |
| 1Y | -0.2% | -18.1% | +17.9% | -2.4% |
| All | -0.2% | -14.5% | +14.4% | -2.4% |
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 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