+1,315.3%
AMAT vs NVMI
+2,631.5%
-1,316.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +6.4% | +5.0% | +6.5% |
| 7D | -1.1% | +9.6% | -10.7% | -7.5% |
| 30D | -26.9% | -5.6% | -21.3% | -23.4% |
| 3M | -31.2% | -15.2% | -16.0% | -22.3% |
| 6M | -14.7% | -36.1% | +21.4% | +19.2% |
| YTD | +44.7% | +1.5% | +43.2% | +43.6% |
| 1Y | +62.0% | +8.3% | +53.6% | +52.5% |
| 3Y | +165.0% | +212.6% | -47.7% | -1.0% |
| 5Y | +147.1% | +158.4% | -11.3% | +5.8% |
| 10Y | +1,315.3% | +2,587.4% | -1,272.2% | +86.8% |
| All | +1,315.3% | +2,631.5% | -1,316.2% | +86.8% |
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 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