+313.0%
WM vs NVMI
+3,090.4%
-2,777.5%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -0.6% |
| 7D | -0.9% | +11.7% | -12.6% | -1.5% |
| 30D | -4.3% | -4.0% | -0.3% | -4.2% |
| 3M | +0.8% | -25.8% | +26.5% | +1.9% |
| 6M | -10.8% | -8.3% | -2.4% | -11.5% |
| YTD | -0.1% | +14.8% | -14.9% | -2.8% |
| 1Y | +1.0% | +37.9% | -36.8% | -3.7% |
| 3Y | +45.1% | +216.3% | -171.2% | +23.1% |
| 5Y | +52.1% | +277.2% | -225.1% | +23.4% |
| All | +313.0% | +3,090.4% | -2,777.5% | +172.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling