+163.1%
WWD vs NVMI
+207.9%
-44.8%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.2% | +1.0% |
| 7D | -2.6% | -0.1% | -2.5% | -2.6% |
| 30D | -6.9% | -8.4% | +1.5% | -5.1% |
| 3M | -13.0% | -33.6% | +20.5% | -5.3% |
| 6M | -12.5% | -14.7% | +2.2% | -11.0% |
| YTD | +11.8% | +13.2% | -1.4% | +5.7% |
| 1Y | +41.1% | +29.0% | +12.0% | +28.4% |
| 3Y | +163.1% | +215.0% | -51.9% | +85.0% |
| All | +163.1% | +207.9% | -44.8% | +85.0% |
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