-18.3%
AMRZ vs NVMI
+62.1%
-80.4%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.3% | -5.6% | -4.5% |
| 7D | -2.0% | +11.7% | -13.7% | -3.7% |
| 30D | -9.8% | -4.0% | -5.8% | -9.4% |
| 3M | -17.2% | -25.8% | +8.5% | -14.2% |
| 6M | -26.9% | -8.3% | -18.6% | -27.6% |
| YTD | -21.5% | +14.8% | -36.3% | -24.5% |
| 1Y | -22.9% | +37.9% | -60.7% | -26.5% |
| All | -18.3% | +62.1% | -80.4% | -21.1% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling