+33.4%
AG vs NVMI
-11.6%
+45.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -2.4% | +11.6% | +10.3% |
| 7D | -2.6% | -11.8% | +9.2% | +3.2% |
| 30D | -12.1% | -24.8% | +12.7% | +0.1% |
| 3M | -6.6% | -28.6% | +22.0% | +8.2% |
| 6M | -20.5% | -40.0% | +19.6% | -2.9% |
| YTD | -7.4% | -10.1% | +2.6% | -3.0% |
| 1Y | +33.4% | -9.8% | +43.1% | +39.9% |
| All | +33.4% | -11.6% | +45.0% | +39.9% |
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