+47.9%
XBI vs NVMI
-11.6%
+59.5%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.4% | +5.1% | +3.0% |
| 7D | +1.0% | -11.8% | +12.8% | +2.7% |
| 30D | +1.9% | -24.8% | +26.7% | +5.8% |
| 3M | +4.8% | -28.6% | +33.3% | +9.2% |
| 6M | +19.3% | -40.0% | +59.3% | +26.0% |
| YTD | +30.6% | -10.1% | +40.7% | +32.6% |
| 1Y | +47.9% | -9.8% | +57.6% | +49.8% |
| All | +47.9% | -11.6% | +59.5% | +49.8% |
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