-99.8%
AMIX vs NVMI
+155.7%
-255.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | 0.0% |
| 7D | +1.6% | +6.9% | -5.4% | -0.3% |
| 30D | -50.8% | -2.8% | -48.0% | -50.6% |
| 3M | -46.3% | -27.3% | -18.9% | -43.7% |
| 6M | -49.9% | -13.7% | -36.2% | -48.2% |
| YTD | -60.4% | +13.8% | -74.3% | -59.7% |
| 1Y | -81.7% | +34.9% | -116.6% | -81.3% |
| All | -99.8% | +155.7% | -255.5% | -99.8% |
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