+13.5%
WFC vs NVMI
+32.8%
-19.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.6% | +0.8% |
| 7D | +0.4% | -0.1% | +0.4% | +0.4% |
| 30D | +1.5% | -8.4% | +9.9% | +2.1% |
| 3M | +10.2% | -33.6% | +43.8% | +12.6% |
| 6M | +18.8% | -14.7% | +33.5% | +16.6% |
| YTD | -1.5% | +13.2% | -14.7% | -7.0% |
| 1Y | +13.5% | +29.0% | -15.5% | +8.1% |
| All | +13.5% | +32.8% | -19.2% | +8.1% |
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 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