+1,328.4%
WDC vs NVMI
+203.1%
+1,125.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.1% | -2.3% | -3.2% |
| 7D | +4.4% | +3.8% | +0.6% | +2.2% |
| 30D | +5.3% | -7.6% | +12.8% | +10.6% |
| 3M | -5.9% | -28.0% | +22.1% | +15.7% |
| 6M | +73.2% | -15.3% | +88.5% | +94.8% |
| YTD | +167.8% | +11.5% | +156.4% | +164.5% |
| 1Y | +386.0% | +31.6% | +354.4% | +343.9% |
| All | +1,328.4% | +203.1% | +1,125.4% | +697.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling