-14.4%
WST vs NVMI
+209.6%
-224.0%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | -0.2% |
| 7D | -1.7% | +6.9% | -8.6% | -1.9% |
| 30D | -4.3% | -2.8% | -1.5% | -4.2% |
| 3M | +0.7% | -27.3% | +28.1% | +1.7% |
| 6M | +36.0% | -13.7% | +49.7% | +36.2% |
| YTD | +22.7% | +13.8% | +8.9% | +21.8% |
| 1Y | +34.1% | +34.9% | -0.8% | +32.7% |
| All | -14.4% | +209.6% | -224.0% | -29.0% |
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