+87.4%
AEIS vs NVMI
+53.9%
+33.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.5% | -3.1% | -1.9% |
| 7D | +3.0% | +6.6% | -3.6% | -2.2% |
| 30D | -14.6% | -7.5% | -7.1% | -9.2% |
| 3M | -12.4% | -28.5% | +16.1% | +13.5% |
| 6M | -15.0% | -15.7% | +0.8% | -3.1% |
| YTD | +34.3% | +13.3% | +21.0% | +22.7% |
| 1Y | +87.4% | +48.3% | +39.1% | +49.0% |
| All | +87.4% | +53.9% | +33.5% | +49.0% |
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 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