+330.6%
AEM vs NVMI
+203.1%
+127.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.1% | -0.8% | -2.6% |
| 7D | -5.0% | +3.8% | -8.8% | -5.6% |
| 30D | +8.5% | -7.6% | +16.0% | +9.6% |
| 3M | +29.3% | -28.0% | +57.3% | +34.7% |
| 6M | -12.9% | -15.3% | +2.4% | -11.3% |
| YTD | +16.8% | +11.5% | +5.3% | +16.1% |
| 1Y | +29.8% | +31.6% | -1.8% | +27.2% |
| All | +330.6% | +203.1% | +127.6% | +295.3% |
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