+11,388.3%
WWD vs NVMI
+1,976.9%
+9,411.4%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.4% |
| 7D | +0.6% | +6.9% | -6.3% | -0.3% |
| 30D | -5.1% | -2.8% | -2.3% | -4.8% |
| 3M | -11.2% | -27.3% | +16.1% | -8.0% |
| 6M | -12.0% | -13.7% | +1.6% | -11.1% |
| YTD | +12.0% | +13.8% | -1.9% | +9.0% |
| 1Y | +42.8% | +34.9% | +7.9% | +35.6% |
| 3Y | +168.9% | +213.5% | -44.6% | +125.4% |
| 5Y | +192.2% | +272.5% | -80.3% | +137.2% |
| 10Y | +495.3% | +3,142.4% | -2,647.1% | +282.4% |
| All | +11,388.3% | +1,976.9% | +9,411.4% | +6,294.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling