+31.5%
AEM vs NVMI
+32.8%
-1.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.3% | +1.4% |
| 7D | -2.1% | -0.1% | -2.1% | -2.1% |
| 30D | +8.4% | -8.4% | +16.8% | +10.9% |
| 3M | +27.3% | -33.6% | +60.8% | +41.0% |
| 6M | -9.7% | -14.7% | +5.0% | -8.6% |
| YTD | +19.0% | +13.2% | +5.7% | +11.7% |
| 1Y | +31.5% | +29.0% | +2.5% | +16.5% |
| All | +31.5% | +32.8% | -1.3% | +16.5% |
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