+500.1%
XRT vs NVMI
+18,755.5%
-18,255.4%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.3% | -3.5% | -2.3% |
| 7D | -0.3% | +11.7% | -11.9% | -1.8% |
| 30D | -5.6% | -4.0% | -1.6% | -5.3% |
| 3M | +2.5% | -25.8% | +28.3% | +5.8% |
| 6M | +3.7% | -8.3% | +12.0% | +3.4% |
| YTD | +1.0% | +14.8% | -13.9% | -2.8% |
| 1Y | -1.2% | +37.9% | -39.1% | -7.6% |
| 3Y | +43.4% | +216.3% | -172.9% | +16.6% |
| 5Y | -0.7% | +277.2% | -277.9% | -21.6% |
| 10Y | +123.7% | +3,074.3% | -2,950.6% | +39.6% |
| All | +500.1% | +18,755.5% | -18,255.4% | +207.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling