-29.0%
WU vs NVMI
+207.9%
-236.8%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | +0.5% |
| 7D | -3.5% | -0.1% | -3.4% | -3.5% |
| 30D | -2.9% | -8.4% | +5.5% | -2.7% |
| 3M | -2.3% | -33.6% | +31.3% | -1.3% |
| 6M | -25.4% | -14.7% | -10.7% | -25.5% |
| YTD | -21.2% | +13.2% | -34.4% | -22.4% |
| 1Y | -8.9% | +29.0% | -37.9% | -11.1% |
| 3Y | -29.0% | +215.0% | -244.0% | -39.8% |
| All | -29.0% | +207.9% | -236.8% | -39.8% |
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