+916.1%
WDC vs NVMI
+261.9%
+654.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.6% | -4.6% | -3.9% |
| 7D | -4.3% | -0.1% | -4.2% | -4.3% |
| 30D | -1.5% | -8.4% | +6.9% | +3.8% |
| 3M | -15.5% | -33.6% | +18.1% | +8.1% |
| 6M | +66.5% | -14.7% | +81.1% | +85.3% |
| YTD | +159.9% | +13.2% | +146.6% | +151.4% |
| 1Y | +366.0% | +29.0% | +336.9% | +321.9% |
| 3Y | +1,285.8% | +215.0% | +1,070.8% | +627.5% |
| All | +916.1% | +261.9% | +654.2% | +396.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling