+35,209.2%
AAPL vs NVMI
+1,976.9%
+33,232.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.2% |
| 7D | -3.0% | +6.9% | -9.9% | -3.8% |
| 30D | +2.3% | -2.8% | +5.1% | +2.5% |
| 3M | +8.6% | -27.3% | +36.0% | +12.0% |
| 6M | +21.6% | -13.7% | +35.2% | +21.9% |
| YTD | +16.3% | +13.8% | +2.5% | +12.1% |
| 1Y | +35.1% | +34.9% | +0.2% | +26.8% |
| 3Y | +79.4% | +213.5% | -134.2% | +47.7% |
| 5Y | +109.8% | +272.5% | -162.6% | +68.0% |
| 10Y | +1,237.1% | +3,142.4% | -1,905.3% | +750.7% |
| All | +35,209.2% | +1,976.9% | +33,232.2% | +17,949.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling