+327.2%
SMH vs NVMI
+261.9%
+65.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +0.5% |
| 7D | +0.3% | -0.1% | +0.3% | +0.3% |
| 30D | -2.8% | -8.4% | +5.6% | +2.2% |
| 3M | -6.7% | -33.6% | +26.8% | +17.6% |
| 6M | +41.8% | -14.7% | +56.4% | +52.5% |
| YTD | +57.9% | +13.2% | +44.6% | +42.1% |
| 1Y | +87.6% | +29.0% | +58.6% | +54.7% |
| 3Y | +282.9% | +215.0% | +67.9% | +59.9% |
| All | +327.2% | +261.9% | +65.3% | +60.5% |
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