+879.1%
TECH vs NVMI
+1,967.2%
-1,088.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.5% | -5.5% | -0.6% |
| 7D | +0.1% | +6.6% | -6.5% | -0.5% |
| 30D | +0.7% | -7.5% | +8.2% | +1.4% |
| 3M | +36.3% | -28.5% | +64.8% | +40.1% |
| 6M | +25.6% | -15.7% | +41.3% | +26.4% |
| YTD | +23.7% | +13.3% | +10.4% | +20.6% |
| 1Y | +37.6% | +48.3% | -10.6% | +30.5% |
| 3Y | -6.6% | +191.2% | -197.8% | -18.2% |
| 5Y | -42.2% | +268.7% | -310.9% | -50.7% |
| 10Y | +187.6% | +3,034.8% | -2,847.2% | +110.4% |
| All | +879.1% | +1,967.2% | -1,088.2% | +543.4% |
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 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