+115.3%
SPOT vs NVMI
+261.9%
-146.6%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.3% |
| 7D | -3.1% | -0.1% | -3.0% | -3.1% |
| 30D | +7.4% | -8.4% | +15.8% | +9.5% |
| 3M | +8.2% | -33.6% | +41.7% | +19.2% |
| 6M | +2.2% | -14.7% | +16.9% | +1.0% |
| YTD | -9.5% | +13.2% | -22.7% | -20.7% |
| 1Y | -23.8% | +29.0% | -52.9% | -37.7% |
| 3Y | +233.5% | +215.0% | +18.5% | +48.6% |
| All | +115.3% | +261.9% | -146.6% | -11.8% |
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 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