+6.8%
XEL vs NVMI
+32.8%
-25.9%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | +0.1% |
| 7D | -0.3% | -0.1% | -0.2% | -0.3% |
| 30D | -3.9% | -8.4% | +4.5% | -3.9% |
| 3M | -2.8% | -33.6% | +30.7% | -2.8% |
| 6M | -5.4% | -14.7% | +9.3% | -5.4% |
| YTD | +3.8% | +13.2% | -9.5% | +3.3% |
| 1Y | +6.8% | +29.0% | -22.2% | +8.6% |
| All | +6.8% | +32.8% | -25.9% | +8.6% |
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