+24.3%
W vs NVMI
-11.6%
+35.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.4% | +13.4% | +11.8% |
| 7D | +8.4% | -11.8% | +20.1% | +13.1% |
| 30D | +16.5% | -24.8% | +41.3% | +28.4% |
| 3M | +6.4% | -28.6% | +35.0% | +19.0% |
| 6M | +90.5% | -40.0% | +130.5% | +119.3% |
| YTD | +23.1% | -10.1% | +33.1% | +29.4% |
| 1Y | +24.3% | -9.8% | +34.0% | +30.8% |
| All | +24.3% | -11.6% | +35.8% | +30.8% |
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