+105.2%
TQQQ vs NVMI
+261.9%
-156.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.0% | +1.1% |
| 7D | -1.9% | -0.1% | -1.8% | -1.8% |
| 30D | -4.9% | -8.4% | +3.5% | +2.7% |
| 3M | -6.4% | -33.6% | +27.2% | +35.7% |
| 6M | +44.4% | -14.7% | +59.1% | +60.5% |
| YTD | +35.2% | +13.2% | +21.9% | +10.0% |
| 1Y | +49.5% | +29.0% | +20.5% | +5.5% |
| 3Y | +250.7% | +215.0% | +35.7% | -26.6% |
| All | +105.2% | +261.9% | -156.7% | -58.2% |
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