-40.6%
TECH vs NVMI
+140.3%
-180.9%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.0% | +3.0% | +0.8% |
| 7D | +0.1% | +1.5% | -1.4% | -0.4% |
| 30D | +0.5% | -4.1% | +4.6% | +1.0% |
| 3M | +1.1% | -22.8% | +23.9% | +6.6% |
| 6M | +62.8% | -36.9% | +99.7% | +77.1% |
| YTD | +24.5% | -3.2% | +27.7% | +16.9% |
| 1Y | +20.6% | +7.1% | +13.6% | +9.5% |
| 3Y | +29.5% | +181.5% | -152.0% | -24.3% |
| All | -40.6% | +140.3% | -180.9% | -65.0% |
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