-4.9%
SHOP vs NVMI
-11.6%
+6.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.4% | +9.8% | +7.5% |
| 7D | -9.0% | -11.8% | +2.7% | -8.3% |
| 30D | -4.4% | -24.8% | +20.4% | -2.9% |
| 3M | +24.1% | -28.6% | +52.7% | +26.2% |
| 6M | +20.0% | -40.0% | +60.0% | +19.8% |
| YTD | -4.9% | -10.1% | +5.1% | -20.3% |
| 1Y | -4.9% | -9.8% | +4.8% | -21.1% |
| All | -4.9% | -11.6% | +6.7% | -21.1% |
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