+5.8%
TROW vs NVMI
+32.8%
-26.9%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.3% |
| 7D | -3.2% | -0.1% | -3.1% | -3.2% |
| 30D | -4.6% | -8.4% | +3.8% | -3.9% |
| 3M | -0.7% | -33.6% | +32.9% | +3.0% |
| 6M | +22.2% | -14.7% | +36.9% | +21.2% |
| YTD | +6.6% | +13.2% | -6.6% | +0.8% |
| 1Y | +5.8% | +29.0% | -23.2% | -0.9% |
| All | +5.8% | +32.8% | -26.9% | -0.9% |
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