+34.3%
TRV vs NVMI
+53.9%
-19.6%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.5% | -6.8% | -0.9% |
| 7D | -0.1% | +6.6% | -6.7% | +0.4% |
| 30D | -3.4% | -7.5% | +4.1% | -4.0% |
| 3M | +26.4% | -28.5% | +54.9% | +23.8% |
| 6M | +19.3% | -15.7% | +35.0% | +18.0% |
| YTD | +28.3% | +13.3% | +15.0% | +29.4% |
| 1Y | +34.3% | +48.3% | -14.0% | +34.4% |
| All | +34.3% | +53.9% | -19.6% | +34.4% |
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 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