-19.2%
TRI vs NVMI
+207.9%
-227.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +1.8% |
| 7D | -7.9% | -0.1% | -7.8% | -7.9% |
| 30D | -4.5% | -8.4% | +3.9% | -4.6% |
| 3M | +22.1% | -33.6% | +55.7% | +22.0% |
| 6M | -2.8% | -14.7% | +11.9% | -4.9% |
| YTD | -23.4% | +13.2% | -36.6% | -27.3% |
| 1Y | -41.5% | +29.0% | -70.5% | -45.4% |
| 3Y | -19.2% | +215.0% | -234.2% | -39.1% |
| All | -19.2% | +207.9% | -227.1% | -39.1% |
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 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