+429.9%
SMTC vs NVMI
+1,976.9%
-1,547.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.0% |
| 7D | +22.5% | +6.9% | +15.5% | +20.6% |
| 30D | +24.9% | -2.8% | +27.7% | +26.2% |
| 3M | +4.1% | -27.3% | +31.4% | +13.7% |
| 6M | +92.6% | -13.7% | +106.2% | +102.8% |
| YTD | +122.5% | +13.8% | +108.6% | +119.6% |
| 1Y | +166.2% | +34.9% | +131.4% | +153.0% |
| 3Y | +577.2% | +213.5% | +363.6% | +439.4% |
| 5Y | +119.0% | +272.5% | -153.5% | +69.7% |
| 10Y | +527.9% | +3,142.4% | -2,614.5% | +246.2% |
| All | +429.9% | +1,976.9% | -1,547.0% | +112.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling