+62.1%
WCC vs NVMI
+53.9%
+8.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +5.5% | -1.6% | +1.5% |
| 7D | +4.5% | +6.6% | -2.1% | +1.6% |
| 30D | -5.8% | -7.5% | +1.7% | -2.8% |
| 3M | -3.7% | -28.5% | +24.8% | +8.7% |
| 6M | +23.1% | -15.7% | +38.8% | +28.7% |
| YTD | +44.2% | +13.3% | +30.8% | +34.5% |
| 1Y | +62.1% | +48.3% | +13.8% | +43.0% |
| All | +62.1% | +53.9% | +8.2% | +43.0% |
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