+42.1%
SONY vs NVMI
+207.9%
-165.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +1.5% |
| 7D | -2.7% | -0.1% | -2.6% | -2.7% |
| 30D | +1.5% | -8.4% | +9.9% | +2.3% |
| 3M | +13.0% | -33.6% | +46.6% | +17.5% |
| 6M | +11.2% | -14.7% | +25.9% | +10.6% |
| YTD | -6.6% | +13.2% | -19.9% | -11.6% |
| 1Y | -18.1% | +29.0% | -47.1% | -24.4% |
| 3Y | +42.1% | +215.0% | -172.9% | +7.8% |
| All | +42.1% | +207.9% | -165.8% | +7.8% |
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