+87.8%
AAPL vs NVMI
+207.9%
-120.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.2% | +1.6% |
| 7D | +3.8% | -0.1% | +3.9% | +3.8% |
| 30D | +9.9% | -8.4% | +18.3% | +11.0% |
| 3M | +12.5% | -33.6% | +46.1% | +17.7% |
| 6M | +27.6% | -14.7% | +42.3% | +27.1% |
| YTD | +22.6% | +13.2% | +9.3% | +15.5% |
| 1Y | +45.0% | +29.0% | +16.0% | +32.4% |
| 3Y | +87.8% | +215.0% | -127.2% | +35.7% |
| All | +87.8% | +207.9% | -120.1% | +35.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling