+149.8%
TOST vs NVMI
+217.7%
-68.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.4% | -6.1% | -0.6% |
| 7D | +4.0% | +9.6% | -5.6% | +2.6% |
| 30D | +11.1% | -5.6% | +16.6% | +11.7% |
| 3M | +0.8% | -15.2% | +16.1% | +2.6% |
| 6M | +38.8% | -36.1% | +74.9% | +45.4% |
| YTD | -2.1% | +1.5% | -3.6% | -10.4% |
| 1Y | -6.0% | +8.3% | -14.4% | -15.8% |
| 3Y | +149.8% | +212.6% | -62.8% | +47.0% |
| All | +149.8% | +217.7% | -68.0% | +47.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling