+69.6%
V vs NVMI
+263.1%
-193.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.0% | +0.2% |
| 7D | -3.0% | +3.8% | -6.8% | -3.4% |
| 30D | +1.2% | -7.6% | +8.8% | +1.9% |
| 3M | +13.9% | -28.0% | +41.9% | +16.9% |
| 6M | +17.2% | -15.3% | +32.5% | +16.6% |
| YTD | +5.3% | +11.5% | -6.1% | +0.1% |
| 1Y | +9.5% | +31.6% | -22.1% | +0.8% |
| 3Y | +51.9% | +207.0% | -155.1% | +10.2% |
| 5Y | +69.6% | +262.8% | -193.3% | +13.0% |
| All | +69.6% | +263.1% | -193.5% | +13.0% |
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