-16.7%
TRI vs NVMI
-11.6%
-5.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.4% | +8.8% | +5.7% |
| 7D | +1.0% | -11.8% | +12.7% | -2.5% |
| 30D | +20.8% | -24.8% | +45.6% | +12.0% |
| 3M | +8.1% | -28.6% | +36.7% | 0.0% |
| 6M | +24.2% | -40.0% | +64.2% | +11.9% |
| YTD | -7.8% | -10.1% | +2.3% | -17.9% |
| 1Y | -16.7% | -9.8% | -6.9% | -26.0% |
| All | -16.7% | -11.6% | -5.1% | -26.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling