+149.7%
XBI vs NVMI
+3,158.6%
-3,008.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.9% |
| 7D | -4.6% | -0.1% | -4.6% | -4.6% |
| 30D | -2.0% | -8.4% | +6.4% | +0.3% |
| 3M | +17.8% | -33.6% | +51.3% | +31.0% |
| 6M | +23.7% | -14.7% | +38.4% | +25.3% |
| YTD | +28.2% | +13.2% | +15.0% | +17.2% |
| 1Y | +64.0% | +29.0% | +34.9% | +41.9% |
| 3Y | +99.4% | +215.0% | -115.6% | +11.3% |
| 5Y | +19.3% | +268.6% | -249.2% | -39.6% |
| All | +149.7% | +3,158.6% | -3,008.9% | -45.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling