-20.2%
AMRZ vs NVMI
+60.7%
-80.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.5% | -2.2% |
| 7D | -4.7% | +6.9% | -11.6% | -5.6% |
| 30D | -11.3% | -2.8% | -8.4% | -11.0% |
| 3M | -22.1% | -27.3% | +5.3% | -19.0% |
| 6M | -29.6% | -13.7% | -15.9% | -29.5% |
| YTD | -23.3% | +13.8% | -37.1% | -26.2% |
| 1Y | -23.7% | +34.9% | -58.6% | -27.2% |
| All | -20.2% | +60.7% | -80.9% | -22.9% |
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