+43.4%
SMH vs NVMI
-11.6%
+55.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.4% | -0.3% | -1.3% |
| 7D | -11.2% | -11.8% | +0.6% | -4.2% |
| 30D | -20.4% | -24.8% | +4.4% | -6.0% |
| 3M | -12.4% | -28.6% | +16.2% | +6.0% |
| 6M | -0.5% | -40.0% | +39.5% | +31.9% |
| YTD | +40.0% | -10.1% | +50.1% | +50.3% |
| 1Y | +43.4% | -9.8% | +53.1% | +52.9% |
| All | +43.4% | -11.6% | +55.0% | +52.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling