+200.8%
WMB vs NVMI
+140.3%
+60.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.0% | +2.5% | -0.2% |
| 7D | +7.8% | +1.5% | +6.3% | +7.6% |
| 30D | -5.1% | -4.1% | -1.0% | -4.8% |
| 3M | -4.7% | -22.8% | +18.0% | -2.4% |
| 6M | -7.4% | -36.9% | +29.5% | -4.0% |
| YTD | +17.5% | -3.2% | +20.7% | +14.8% |
| 1Y | +19.5% | +7.1% | +12.4% | +15.1% |
| 3Y | +121.3% | +181.5% | -60.2% | +81.1% |
| All | +200.8% | +140.3% | +60.5% | +138.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling