-11.5%
WY vs NVMI
+32.8%
-44.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | +0.3% |
| 7D | -4.2% | -0.1% | -4.1% | -4.2% |
| 30D | -10.1% | -8.4% | -1.7% | -9.8% |
| 3M | -8.5% | -33.6% | +25.1% | -6.8% |
| 6M | -3.3% | -14.7% | +11.3% | -3.1% |
| YTD | -4.4% | +13.2% | -17.6% | -5.1% |
| 1Y | -11.5% | +29.0% | -40.5% | -14.3% |
| All | -11.5% | +32.8% | -44.2% | -14.3% |
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 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