+2,874.5%
V vs NVMI
+19,852.9%
-16,978.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.1% | -1.9% |
| 7D | -1.1% | +11.7% | -12.8% | -2.3% |
| 30D | +1.9% | -4.0% | +5.9% | +2.2% |
| 3M | +15.5% | -25.8% | +41.3% | +18.3% |
| 6M | +16.6% | -8.3% | +24.9% | +15.8% |
| YTD | +5.7% | +14.8% | -9.1% | +1.9% |
| 1Y | +8.6% | +37.9% | -29.3% | +1.9% |
| 3Y | +52.5% | +216.3% | -163.8% | +25.8% |
| 5Y | +67.1% | +277.2% | -210.1% | +33.3% |
| 10Y | +376.8% | +3,074.3% | -2,697.5% | +208.7% |
| All | +2,874.5% | +19,852.9% | -16,978.4% | +1,593.7% |
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