+937.9%
STRL vs NVMI
+140.3%
+797.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.0% | -0.1% | -1.3% |
| 7D | +15.7% | +1.5% | +14.2% | +15.0% |
| 30D | -35.5% | -4.1% | -31.4% | -33.3% |
| 3M | -47.1% | -22.8% | -24.4% | -38.0% |
| 6M | -65.8% | -36.9% | -28.9% | -55.2% |
| YTD | -4.5% | -3.2% | -1.3% | +3.6% |
| 1Y | -10.5% | +7.1% | -17.6% | -6.9% |
| 3Y | +340.6% | +181.5% | +159.1% | +198.5% |
| All | +937.9% | +140.3% | +797.6% | +603.9% |
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 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