+0.3%
WM vs NVMI
+38.3%
-37.9%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | -0.7% |
| 7D | -1.2% | +6.9% | -8.1% | -0.4% |
| 30D | -4.5% | -2.8% | -1.6% | -4.6% |
| 3M | -2.2% | -27.3% | +25.1% | -4.7% |
| 6M | -11.5% | -13.7% | +2.2% | -12.6% |
| YTD | -0.7% | +13.8% | -14.5% | +0.7% |
| 1Y | +0.3% | +34.9% | -34.5% | +3.5% |
| All | +0.3% | +38.3% | -37.9% | +3.5% |
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