+740.1%
TEAM vs NVMI
+3,353.4%
-2,613.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.3% | -8.3% | -7.3% |
| 7D | -5.7% | +11.7% | -17.4% | -8.8% |
| 30D | +18.3% | -4.0% | +22.4% | +19.2% |
| 3M | +80.2% | -25.8% | +106.0% | +90.4% |
| 6M | +111.0% | -8.3% | +119.3% | +100.7% |
| YTD | +8.8% | +14.8% | -6.0% | -7.1% |
| 1Y | +2.2% | +37.9% | -35.7% | -20.1% |
| 3Y | -14.6% | +216.3% | -230.9% | -57.6% |
| 5Y | -53.8% | +277.2% | -331.0% | -78.7% |
| 10Y | +475.2% | +3,074.3% | -2,599.1% | +39.2% |
| All | +740.1% | +3,353.4% | -2,613.3% | +108.5% |
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