-42.9%
TECH vs NVMI
+263.1%
-306.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | +0.3% |
| 7D | -0.5% | +3.8% | -4.3% | -1.5% |
| 30D | 0.0% | -7.6% | +7.6% | +1.7% |
| 3M | +37.4% | -28.0% | +65.4% | +47.0% |
| 6M | +36.9% | -15.3% | +52.2% | +37.3% |
| YTD | +23.1% | +11.5% | +11.6% | +12.8% |
| 1Y | +42.2% | +31.6% | +10.7% | +23.0% |
| 3Y | +1.9% | +207.0% | -205.0% | -39.8% |
| 5Y | -42.9% | +262.8% | -305.8% | -69.4% |
| All | -42.9% | +263.1% | -306.0% | -69.4% |
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