+139.3%
SLB vs NVMI
+274.3%
-135.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.1% |
| 7D | -1.9% | +6.9% | -8.8% | -3.0% |
| 30D | +7.8% | -2.8% | +10.6% | +8.1% |
| 3M | +2.7% | -27.3% | +30.0% | +7.4% |
| 6M | +22.2% | -13.7% | +35.8% | +22.9% |
| YTD | +51.1% | +13.8% | +37.2% | +43.9% |
| 1Y | +63.3% | +34.9% | +28.5% | +50.0% |
| 3Y | +2.4% | +213.5% | -211.1% | -23.9% |
| 5Y | +139.3% | +272.5% | -133.1% | +64.5% |
| All | +139.3% | +274.3% | -135.0% | +64.5% |
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