+3,341.8%
V vs NVMI
+16,718.0%
-13,376.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.0% | +4.3% | +1.6% |
| 7D | +0.9% | +1.5% | -0.6% | +0.7% |
| 30D | +9.0% | -4.1% | +13.1% | +9.2% |
| 3M | +16.7% | -22.8% | +39.5% | +19.4% |
| 6M | +33.4% | -36.9% | +70.3% | +38.0% |
| YTD | +22.4% | -3.2% | +25.6% | +19.6% |
| 1Y | +27.7% | +7.1% | +20.6% | +23.2% |
| 3Y | +78.0% | +181.5% | -103.5% | +48.1% |
| 5Y | +108.5% | +141.2% | -32.7% | +74.2% |
| 10Y | +459.0% | +2,463.4% | -2,004.3% | +268.4% |
| All | +3,341.8% | +16,718.0% | -13,376.2% | +1,887.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling