+140.0%
TRV vs NVMI
+203.1%
-63.1%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +0.5% |
| 7D | -1.5% | +3.8% | -5.3% | -1.4% |
| 30D | -1.8% | -7.6% | +5.7% | -2.0% |
| 3M | +21.6% | -28.0% | +49.6% | +20.9% |
| 6M | +22.5% | -15.3% | +37.8% | +21.7% |
| YTD | +28.1% | +11.5% | +16.7% | +27.3% |
| 1Y | +37.0% | +31.6% | +5.4% | +35.7% |
| All | +140.0% | +203.1% | -63.1% | +119.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling