+64.2%
AIG vs NVMI
+3,158.6%
-3,094.5%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | +0.1% |
| 7D | -1.2% | -0.1% | -1.1% | -1.2% |
| 30D | -1.1% | -8.4% | +7.3% | +0.3% |
| 3M | +0.7% | -33.6% | +34.2% | +7.2% |
| 6M | -2.2% | -14.7% | +12.5% | -2.4% |
| YTD | -10.8% | +13.2% | -24.1% | -17.1% |
| 1Y | -2.0% | +29.0% | -31.0% | -12.6% |
| 3Y | +34.8% | +215.0% | -180.2% | -12.9% |
| 5Y | +55.0% | +268.6% | -213.5% | -9.3% |
| All | +64.2% | +3,158.6% | -3,094.5% | -37.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling