-99.8%
AMIX vs NVMI
+154.5%
-254.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +5.5% | -7.4% | -3.4% |
| 7D | -13.7% | +6.6% | -20.3% | -15.3% |
| 30D | -62.1% | -7.5% | -54.5% | -61.5% |
| 3M | -46.2% | -28.5% | -17.7% | -43.5% |
| 6M | -46.4% | -15.7% | -30.7% | -44.6% |
| YTD | -60.3% | +13.3% | -73.6% | -59.5% |
| 1Y | -79.7% | +48.3% | -128.0% | -79.2% |
| All | -99.8% | +154.5% | -254.3% | -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 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