+282.9%
SMH vs NVMI
+207.9%
+75.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +0.6% |
| 7D | +0.3% | -0.1% | +0.3% | +0.3% |
| 30D | -2.8% | -8.4% | +5.6% | +1.8% |
| 3M | -6.7% | -33.6% | +26.8% | +15.5% |
| 6M | +41.8% | -14.7% | +56.4% | +52.4% |
| YTD | +57.9% | +13.2% | +44.6% | +45.2% |
| 1Y | +87.6% | +29.0% | +58.6% | +60.0% |
| 3Y | +282.9% | +215.0% | +67.9% | +93.9% |
| All | +282.9% | +207.9% | +75.1% | +93.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling