+164.9%
AEIS vs NVMI
+203.1%
-38.2%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.1% | -2.0% | -2.8% |
| 7D | -0.2% | +3.8% | -4.0% | -2.5% |
| 30D | -16.4% | -7.6% | -8.9% | -12.0% |
| 3M | -11.1% | -28.0% | +16.9% | +9.7% |
| 6M | -12.0% | -15.3% | +3.3% | -1.4% |
| YTD | +30.9% | +11.5% | +19.4% | +25.9% |
| 1Y | +74.3% | +31.6% | +42.7% | +53.9% |
| All | +164.9% | +203.1% | -38.2% | +43.2% |
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 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