-11.2%
SHOP vs NVMI
+32.8%
-44.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.2% | +1.6% |
| 7D | -11.2% | -0.1% | -11.2% | -11.2% |
| 30D | -14.4% | -8.4% | -6.0% | -13.7% |
| 3M | +16.6% | -33.6% | +50.1% | +22.2% |
| 6M | -0.6% | -14.7% | +14.1% | -7.0% |
| YTD | -20.0% | +13.2% | -33.2% | -35.2% |
| 1Y | -11.2% | +29.0% | -40.2% | -31.7% |
| All | -11.2% | +32.8% | -44.0% | -31.7% |
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 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