+17.0%
TROW vs NVMI
-11.6%
+28.6%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -2.4% | +8.4% | +6.2% |
| 7D | +8.2% | -11.8% | +20.0% | +9.5% |
| 30D | +8.3% | -24.8% | +33.1% | +11.0% |
| 3M | -1.6% | -28.6% | +27.0% | +1.2% |
| 6M | +11.9% | -40.0% | +51.9% | +15.5% |
| YTD | +14.3% | -10.1% | +24.4% | +10.4% |
| 1Y | +17.0% | -9.8% | +26.8% | +12.8% |
| All | +17.0% | -11.6% | +28.6% | +12.8% |
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