+25.7%
SW vs NVMI
+3.9%
+21.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.8% | +1.9% | -1.3% |
| 7D | -3.0% | +16.9% | -19.9% | -5.5% |
| 30D | +4.2% | -4.3% | +8.5% | +4.8% |
| 3M | -11.5% | -19.3% | +7.8% | -8.5% |
| 6M | +8.6% | -33.6% | +42.2% | +15.6% |
| YTD | +15.0% | -0.2% | +15.2% | +14.2% |
| 1Y | +25.7% | +5.1% | +20.6% | +23.9% |
| All | +25.7% | +3.9% | +21.8% | +23.9% |
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 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