+76.4%
SLB vs NVMI
+140.3%
-64.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.0% | +4.5% | +2.0% |
| 7D | +3.5% | +1.5% | +2.0% | +3.2% |
| 30D | +6.5% | -4.1% | +10.6% | +7.0% |
| 3M | -0.2% | -22.8% | +22.5% | +3.8% |
| 6M | -5.7% | -36.9% | +31.2% | +0.2% |
| YTD | +36.8% | -3.2% | +40.0% | +33.5% |
| 1Y | +45.8% | +7.1% | +38.7% | +39.3% |
| 3Y | +3.4% | +181.5% | -178.1% | -22.2% |
| All | +76.4% | +140.3% | -64.0% | +28.4% |
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