+76.0%
AMZN vs NVMI
+203.1%
-127.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | +0.2% |
| 7D | -2.7% | +3.8% | -6.5% | -3.5% |
| 30D | -7.5% | -7.6% | +0.1% | -6.2% |
| 3M | +5.8% | -28.0% | +33.8% | +11.9% |
| 6M | +17.5% | -15.3% | +32.8% | +17.8% |
| YTD | +9.1% | +11.5% | -2.3% | +0.5% |
| 1Y | +9.4% | +31.6% | -22.2% | -4.5% |
| All | +76.0% | +203.1% | -127.1% | +7.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling