+1,092.8%
STX vs NVMI
+263.1%
+829.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.1% | -0.6% | -1.6% |
| 7D | +8.0% | +3.8% | +4.2% | +6.2% |
| 30D | +5.1% | -7.6% | +12.7% | +9.6% |
| 3M | +5.8% | -28.0% | +33.8% | +24.3% |
| 6M | +124.9% | -15.3% | +140.3% | +143.6% |
| YTD | +213.9% | +11.5% | +202.4% | +202.0% |
| 1Y | +350.4% | +31.6% | +318.8% | +305.7% |
| 3Y | +1,314.2% | +207.0% | +1,107.2% | +697.2% |
| 5Y | +1,092.8% | +262.8% | +830.0% | +481.9% |
| All | +1,092.8% | +263.1% | +829.7% | +481.9% |
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