-46.4%
AMIX vs NVMI
-13.9%
-32.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +5.5% | -7.4% | -6.9% |
| 7D | -13.7% | +6.6% | -20.3% | -19.1% |
| 30D | -62.1% | -7.5% | -54.5% | -60.1% |
| 3M | -46.2% | -28.5% | -17.7% | -37.7% |
| 6M | -46.4% | -15.7% | -30.7% | -39.2% |
| All | -46.4% | -13.9% | -32.6% | -39.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling