+26.5%
WWD vs NVMI
-11.6%
+38.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -1.3% |
| 7D | +7.3% | -11.8% | +19.1% | +10.8% |
| 30D | -2.0% | -24.8% | +22.8% | +5.2% |
| 3M | -12.6% | -28.6% | +16.0% | -5.4% |
| 6M | -8.4% | -40.0% | +31.6% | +0.9% |
| YTD | +8.2% | -10.1% | +18.3% | +6.5% |
| 1Y | +26.5% | -9.8% | +36.3% | +23.8% |
| All | +26.5% | -11.6% | +38.1% | +23.8% |
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 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