+1,376.8%
STX vs NVMI
+209.6%
+1,167.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -1.6% |
| 7D | +9.6% | +6.9% | +2.6% | +6.2% |
| 30D | +10.6% | -2.8% | +13.4% | +12.6% |
| 3M | +4.8% | -27.3% | +32.1% | +22.2% |
| 6M | +137.3% | -13.7% | +150.9% | +155.0% |
| YTD | +222.5% | +13.8% | +208.6% | +211.4% |
| 1Y | +366.2% | +34.9% | +331.4% | +325.5% |
| All | +1,376.8% | +209.6% | +1,167.3% | +845.7% |
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 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