-18.0%
WU vs NVMI
-11.6%
-6.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -2.4% | +7.9% | +5.4% |
| 7D | +8.2% | -11.8% | +20.0% | +7.8% |
| 30D | +8.0% | -24.8% | +32.9% | +7.3% |
| 3M | -6.6% | -28.6% | +21.9% | -7.3% |
| 6M | -23.3% | -40.0% | +16.7% | -24.2% |
| YTD | -22.4% | -10.1% | -12.3% | -21.6% |
| 1Y | -18.0% | -9.8% | -8.2% | -17.0% |
| All | -18.0% | -11.6% | -6.4% | -17.0% |
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 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