+56.2%
AG vs NVMI
+261.9%
-205.7%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.6% | -4.5% | -3.5% |
| 7D | -6.7% | -0.1% | -6.6% | -6.7% |
| 30D | +2.2% | -8.4% | +10.6% | +5.1% |
| 3M | +15.7% | -33.6% | +49.3% | +30.9% |
| 6M | -23.8% | -14.7% | -9.1% | -21.0% |
| YTD | +17.6% | +13.2% | +4.4% | +12.3% |
| 1Y | +88.6% | +29.0% | +59.6% | +72.9% |
| 3Y | +253.4% | +215.0% | +38.4% | +135.9% |
| All | +56.2% | +261.9% | -205.7% | -5.6% |
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