+17.4%
AGI vs NVMI
+53.9%
-36.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +5.5% | -7.4% | -3.4% |
| 7D | +0.6% | +6.6% | -6.0% | -1.1% |
| 30D | +18.2% | -7.5% | +25.8% | +20.4% |
| 3M | -4.1% | -28.5% | +24.4% | +3.1% |
| 6M | -28.7% | -15.7% | -13.0% | -27.4% |
| YTD | -4.0% | +13.3% | -17.3% | -10.0% |
| 1Y | +17.4% | +48.3% | -30.9% | +4.8% |
| All | +17.4% | +53.9% | -36.5% | +4.8% |
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