-9.7%
TRU vs NVMI
+53.9%
-63.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +5.5% | -11.4% | -5.7% |
| 7D | -6.8% | +6.6% | -13.4% | -6.4% |
| 30D | 0.0% | -7.5% | +7.6% | -0.2% |
| 3M | +13.3% | -28.5% | +41.8% | +12.3% |
| 6M | +3.4% | -15.7% | +19.2% | 0.0% |
| YTD | -6.4% | +13.3% | -19.7% | -12.9% |
| 1Y | -9.7% | +48.3% | -58.0% | -28.6% |
| All | -9.7% | +53.9% | -63.6% | -28.6% |
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