+265.5%
WPM vs NVMI
+207.9%
+57.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.6% | +0.5% | +1.8% |
| 7D | -0.6% | -0.1% | -0.5% | -0.5% |
| 30D | +14.4% | -8.4% | +22.8% | +15.9% |
| 3M | +37.0% | -33.6% | +70.5% | +45.1% |
| 6M | +4.1% | -14.7% | +18.8% | +6.3% |
| YTD | +31.7% | +13.2% | +18.5% | +31.2% |
| 1Y | +44.2% | +29.0% | +15.2% | +41.6% |
| 3Y | +265.5% | +215.0% | +50.5% | +220.3% |
| All | +265.5% | +207.9% | +57.6% | +220.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling