+306.7%
SIMO vs NVMI
+274.3%
+32.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +2.5% |
| 7D | +14.5% | +6.9% | +7.6% | +11.1% |
| 30D | +20.4% | -2.8% | +23.3% | +22.3% |
| 3M | +7.1% | -27.3% | +34.5% | +24.3% |
| 6M | +129.2% | -13.7% | +142.9% | +147.2% |
| YTD | +201.9% | +13.8% | +188.1% | +187.5% |
| 1Y | +235.5% | +34.9% | +200.7% | +199.2% |
| 3Y | +463.8% | +213.5% | +250.3% | +246.1% |
| 5Y | +306.7% | +272.5% | +34.2% | +133.5% |
| All | +306.7% | +274.3% | +32.4% | +133.5% |
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