+27.3%
WAT vs NVMI
-11.6%
+38.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.1% | +2.0% |
| 7D | -1.9% | -11.8% | +9.8% | -0.5% |
| 30D | +6.2% | -24.8% | +31.1% | +9.6% |
| 3M | +18.1% | -28.6% | +46.6% | +22.3% |
| 6M | +54.9% | -40.0% | +94.9% | +60.8% |
| YTD | +23.1% | -10.1% | +33.2% | +19.4% |
| 1Y | +27.3% | -9.8% | +37.0% | +23.3% |
| All | +27.3% | -11.6% | +38.9% | +23.3% |
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