+304.9%
AEM vs NVMI
+261.9%
+43.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.3% | +1.6% |
| 7D | -2.1% | -0.1% | -2.1% | -2.1% |
| 30D | +8.4% | -8.4% | +16.8% | +9.7% |
| 3M | +27.3% | -33.6% | +60.8% | +33.8% |
| 6M | -9.7% | -14.7% | +5.0% | -8.3% |
| YTD | +19.0% | +13.2% | +5.7% | +17.3% |
| 1Y | +31.5% | +29.0% | +2.5% | +27.9% |
| 3Y | +338.7% | +215.0% | +123.7% | +281.5% |
| All | +304.9% | +261.9% | +43.0% | +251.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling