+7.8%
V vs NVMI
+30.7%
-22.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.0% | -0.1% |
| 7D | -3.0% | +3.8% | -6.8% | -2.9% |
| 30D | +1.2% | -7.6% | +8.8% | +0.9% |
| 3M | +13.9% | -28.0% | +41.9% | +12.4% |
| 6M | +17.2% | -15.3% | +32.5% | +14.6% |
| YTD | +5.3% | +11.5% | -6.1% | +2.7% |
| All | +7.8% | +30.7% | -22.9% | +6.4% |
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