+2,133.0%
STRL vs NVMI
+265.1%
+1,867.9%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.3% | +1.9% | +2.5% |
| 7D | +10.1% | +11.7% | -1.6% | +3.6% |
| 30D | -8.2% | -4.0% | -4.2% | -5.8% |
| 3M | -43.7% | -25.8% | -17.9% | -33.5% |
| 6M | +27.1% | -8.3% | +35.4% | +37.6% |
| YTD | +64.0% | +14.8% | +49.2% | +59.8% |
| 1Y | +75.2% | +37.9% | +37.3% | +59.1% |
| 3Y | +539.9% | +216.3% | +323.6% | +297.9% |
| 5Y | +2,133.0% | +277.2% | +1,855.8% | +1,178.4% |
| All | +2,133.0% | +265.1% | +1,867.9% | +1,178.4% |
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