+9.3%
W vs NVMI
+32.8%
-23.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.4% | +0.6% |
| 7D | -0.9% | -0.1% | -0.8% | -0.8% |
| 30D | -4.2% | -8.4% | +4.2% | -1.5% |
| 3M | +26.9% | -33.6% | +60.5% | +42.9% |
| 6M | +31.2% | -14.7% | +45.9% | +35.1% |
| YTD | -1.8% | +13.2% | -15.1% | -1.4% |
| 1Y | +9.3% | +29.0% | -19.7% | +8.8% |
| All | +9.3% | +32.8% | -23.4% | +8.8% |
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