+885.1%
TECH vs NVMI
+1,665.9%
-780.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.0% | +3.0% | +0.3% |
| 7D | +0.1% | +1.5% | -1.4% | -0.1% |
| 30D | +0.5% | -4.1% | +4.6% | +0.7% |
| 3M | +1.1% | -22.8% | +23.9% | +3.3% |
| 6M | +62.8% | -36.9% | +99.7% | +68.5% |
| YTD | +24.5% | -3.2% | +27.7% | +22.9% |
| 1Y | +20.6% | +7.1% | +13.6% | +17.8% |
| 3Y | +29.5% | +181.5% | -152.0% | +13.6% |
| 5Y | -40.9% | +141.2% | -182.1% | -47.8% |
| 10Y | +189.5% | +2,463.4% | -2,273.9% | +115.0% |
| All | +885.1% | +1,665.9% | -780.7% | +555.3% |
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