+26.6%
WMB vs NVMI
+30.7%
-4.1%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.0% | -3.0% |
| 7D | -1.7% | +3.8% | -5.4% | -1.8% |
| 30D | +0.7% | -7.6% | +8.3% | +0.9% |
| 3M | +1.5% | -28.0% | +29.5% | +2.2% |
| 6M | +0.1% | -15.3% | +15.4% | 0.0% |
| YTD | +22.9% | +11.5% | +11.5% | +22.3% |
| All | +26.6% | +30.7% | -4.1% | +28.7% |
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