+686.9%
SEI vs NVMI
+1,449.2%
-762.3%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.6% | +3.5% | +4.4% |
| 7D | +22.6% | -0.1% | +22.7% | +22.8% |
| 30D | +9.1% | -8.4% | +17.5% | +13.6% |
| 3M | -11.3% | -33.6% | +22.2% | +6.2% |
| 6M | +22.0% | -14.7% | +36.7% | +31.3% |
| YTD | +47.3% | +13.2% | +34.1% | +42.7% |
| 1Y | +124.8% | +29.0% | +95.7% | +108.5% |
| 3Y | +591.3% | +215.0% | +376.3% | +347.1% |
| 5Y | +1,008.2% | +268.6% | +739.7% | +529.7% |
| All | +686.9% | +1,449.2% | -762.3% | +127.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling