+2,167.6%
SU vs NVMI
+1,965.6%
+202.0%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.3% |
| 7D | +2.2% | -0.1% | +2.3% | +2.2% |
| 30D | +8.4% | -8.4% | +16.8% | +9.1% |
| 3M | +12.1% | -33.6% | +45.7% | +15.4% |
| 6M | +19.7% | -14.7% | +34.3% | +20.0% |
| YTD | +58.4% | +13.2% | +45.2% | +54.7% |
| 1Y | +67.2% | +29.0% | +38.2% | +60.9% |
| 3Y | +125.0% | +215.0% | -89.9% | +96.9% |
| 5Y | +355.1% | +268.6% | +86.5% | +289.2% |
| 10Y | +263.7% | +3,124.7% | -2,861.0% | +166.4% |
| All | +2,167.6% | +1,965.6% | +202.0% | +1,370.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling