-81.4%
AMIX vs NVMI
+42.2%
-123.5%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.6% | -1.1% |
| 7D | -3.4% | +11.7% | -15.1% | -10.6% |
| 30D | -54.4% | -4.0% | -50.3% | -53.5% |
| 3M | -45.7% | -25.8% | -20.0% | -39.5% |
| 6M | -49.2% | -8.3% | -40.8% | -47.6% |
| YTD | -60.3% | +14.8% | -75.2% | -63.7% |
| 1Y | -81.4% | +37.9% | -119.2% | -83.4% |
| All | -81.4% | +42.2% | -123.5% | -83.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling