+11,843.0%
WDC vs NVMI
+1,976.9%
+9,866.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.2% |
| 7D | +7.5% | +6.9% | +0.5% | +6.0% |
| 30D | +10.1% | -2.8% | +12.9% | +10.8% |
| 3M | -6.8% | -27.3% | +20.5% | +0.7% |
| 6M | +84.1% | -13.7% | +97.8% | +92.6% |
| YTD | +180.3% | +13.8% | +166.4% | +178.3% |
| 1Y | +411.1% | +34.9% | +376.2% | +391.9% |
| 3Y | +1,375.0% | +213.5% | +1,161.5% | +1,097.2% |
| 5Y | +991.6% | +272.5% | +719.1% | +756.5% |
| 10Y | +1,309.1% | +3,142.4% | -1,833.3% | +715.5% |
| All | +11,843.0% | +1,976.9% | +9,866.0% | +5,329.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling