+161.5%
SLV vs NVMI
+263.1%
-101.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.1% | -3.2% | -4.9% |
| 7D | -5.0% | +3.8% | -8.8% | -5.7% |
| 30D | -1.8% | -7.6% | +5.8% | -0.5% |
| 3M | -0.3% | -28.0% | +27.7% | +5.0% |
| 6M | -28.2% | -15.3% | -12.9% | -26.8% |
| YTD | -10.7% | +11.5% | -22.2% | -11.5% |
| 1Y | +53.7% | +31.6% | +22.1% | +49.0% |
| 3Y | +173.7% | +207.0% | -33.3% | +134.1% |
| 5Y | +161.5% | +262.8% | -101.4% | +108.1% |
| All | +161.5% | +263.1% | -101.6% | +108.1% |
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