+28.1%
SW vs NVMI
-11.6%
+39.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.4% | +6.5% | +4.5% |
| 7D | +12.1% | -11.8% | +23.8% | +14.3% |
| 30D | +6.6% | -24.8% | +31.4% | +11.6% |
| 3M | -6.0% | -28.6% | +22.6% | -0.9% |
| 6M | +21.5% | -40.0% | +61.5% | +31.2% |
| YTD | +20.3% | -10.1% | +30.4% | +22.9% |
| 1Y | +28.1% | -9.8% | +37.9% | +30.7% |
| All | +28.1% | -11.6% | +39.7% | +30.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling