+9,626.0%
AME vs NVMI
+1,967.2%
+7,658.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.5% | -4.0% | +1.0% |
| 7D | +0.6% | +6.6% | -6.0% | 0.0% |
| 30D | -6.7% | -7.5% | +0.8% | -6.0% |
| 3M | +4.1% | -28.5% | +32.6% | +7.0% |
| 6M | +1.6% | -15.7% | +17.3% | +2.6% |
| YTD | +16.1% | +13.3% | +2.8% | +14.0% |
| 1Y | +27.3% | +48.3% | -21.0% | +21.5% |
| 3Y | +50.9% | +191.2% | -140.4% | +33.0% |
| 5Y | +81.4% | +268.7% | -187.3% | +55.2% |
| 10Y | +417.0% | +3,034.8% | -2,617.8% | +275.2% |
| All | +9,626.0% | +1,967.2% | +7,658.7% | +5,858.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling