+203.6%
TGT vs NVMI
+3,158.6%
-2,955.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.2% |
| 7D | -5.2% | -0.1% | -5.2% | -5.2% |
| 30D | +1.2% | -8.4% | +9.6% | +2.4% |
| 3M | +18.4% | -33.6% | +51.9% | +24.8% |
| 6M | +33.4% | -14.7% | +48.1% | +33.7% |
| YTD | +63.8% | +13.2% | +50.6% | +54.8% |
| 1Y | +77.2% | +29.0% | +48.1% | +62.5% |
| 3Y | +41.8% | +215.0% | -173.2% | +3.8% |
| 5Y | -25.5% | +268.6% | -294.1% | -48.5% |
| All | +203.6% | +3,158.6% | -2,955.0% | +66.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling