+113.2%
WDC vs NVMI
-11.6%
+124.8%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -2.4% | -4.3% | -4.7% |
| 7D | -18.3% | -11.8% | -6.5% | -9.1% |
| 30D | -26.7% | -24.8% | -1.9% | -7.2% |
| 3M | -40.9% | -28.6% | -12.4% | -22.3% |
| 6M | -26.8% | -40.0% | +13.3% | +9.8% |
| YTD | +88.2% | -10.1% | +98.2% | +113.6% |
| 1Y | +113.2% | -9.8% | +122.9% | +140.2% |
| All | +113.2% | -11.6% | +124.8% | +140.2% |
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