+13.7%
WSM vs NVMI
+53.9%
-40.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.5% | -3.4% | +1.1% |
| 7D | -3.3% | +6.6% | -9.9% | -4.3% |
| 30D | -8.4% | -7.5% | -0.9% | -7.4% |
| 3M | +9.7% | -28.5% | +38.2% | +14.9% |
| 6M | +16.7% | -15.7% | +32.4% | +17.0% |
| YTD | +28.7% | +13.3% | +15.4% | +21.3% |
| 1Y | +13.7% | +48.3% | -34.6% | +3.1% |
| All | +13.7% | +53.9% | -40.2% | +3.1% |
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