-39.0%
TROW vs NVMI
+261.9%
-300.9%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.6% |
| 7D | -3.2% | -0.1% | -3.1% | -3.2% |
| 30D | -4.6% | -8.4% | +3.8% | -2.6% |
| 3M | -0.7% | -33.6% | +32.9% | +9.0% |
| 6M | +22.2% | -14.7% | +36.9% | +22.6% |
| YTD | +6.6% | +13.2% | -6.6% | -2.9% |
| 1Y | +5.8% | +29.0% | -23.2% | -8.7% |
| 3Y | +11.6% | +215.0% | -203.4% | -40.0% |
| All | -39.0% | +261.9% | -300.9% | -71.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling