-99.9%
AMIX vs NVMI
+127.9%
-227.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +6.4% | +5.4% | +10.0% |
| 7D | +1.2% | +9.6% | -8.4% | -1.4% |
| 30D | -45.3% | -5.6% | -39.7% | -44.5% |
| 3M | -83.1% | -15.2% | -67.9% | -82.4% |
| 6M | -76.9% | -36.1% | -40.8% | -75.1% |
| YTD | -85.3% | +1.5% | -86.8% | -84.6% |
| 1Y | -89.8% | +8.3% | -98.2% | -89.3% |
| All | -99.9% | +127.9% | -227.8% | -99.9% |
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