+34,426.4%
TQQQ vs NVMI
+7,566.2%
+26,860.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.0% | +1.2% |
| 7D | -1.9% | -0.1% | -1.8% | -1.8% |
| 30D | -4.9% | -8.4% | +3.5% | +2.0% |
| 3M | -6.4% | -33.6% | +27.2% | +31.7% |
| 6M | +44.4% | -14.7% | +59.1% | +60.9% |
| YTD | +35.2% | +13.2% | +21.9% | +15.0% |
| 1Y | +49.5% | +29.0% | +20.5% | +13.0% |
| 3Y | +250.7% | +215.0% | +35.7% | +12.4% |
| 5Y | +104.7% | +268.6% | -163.9% | -35.5% |
| 10Y | +3,029.5% | +3,124.7% | -95.2% | +142.2% |
| All | +34,426.4% | +7,566.2% | +26,860.2% | +1,488.3% |
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