+3,365.1%
SIMO vs NVMI
+15,600.4%
-12,235.4%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +5.5% | +3.2% | +7.6% |
| 7D | +4.2% | +6.6% | -2.4% | +3.0% |
| 30D | +4.1% | -7.5% | +11.6% | +5.7% |
| 3M | -12.9% | -28.5% | +15.6% | -6.6% |
| 6M | +110.3% | -15.7% | +126.1% | +119.1% |
| YTD | +178.6% | +13.3% | +165.3% | +174.5% |
| 1Y | +220.0% | +48.3% | +171.7% | +201.8% |
| 3Y | +409.0% | +191.2% | +217.8% | +325.6% |
| 5Y | +277.3% | +268.7% | +8.6% | +201.9% |
| 10Y | +506.6% | +3,034.8% | -2,528.2% | +279.4% |
| All | +3,365.1% | +15,600.4% | -12,235.4% | +1,873.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling