+12.8%
TXT vs NVMI
+263.1%
-250.3%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.4% |
| 7D | -0.2% | +3.8% | -4.0% | -1.0% |
| 30D | -10.2% | -7.6% | -2.7% | -8.9% |
| 3M | -13.3% | -28.0% | +14.7% | -8.3% |
| 6M | -14.4% | -15.3% | +1.0% | -13.4% |
| YTD | -9.1% | +11.5% | -20.6% | -14.5% |
| 1Y | -2.2% | +31.6% | -33.8% | -12.4% |
| 3Y | +5.1% | +207.0% | -201.9% | -32.1% |
| 5Y | +12.8% | +262.8% | -250.0% | -31.4% |
| All | +12.8% | +263.1% | -250.3% | -31.4% |
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