+7,865.3%
AMZN vs NVMI
+1,976.9%
+5,888.3%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.7% |
| 7D | -1.0% | +6.9% | -7.9% | -2.0% |
| 30D | -9.2% | -2.8% | -6.4% | -9.0% |
| 3M | +3.4% | -27.3% | +30.7% | +7.1% |
| 6M | +18.2% | -13.7% | +31.9% | +18.9% |
| YTD | +9.3% | +13.8% | -4.5% | +5.2% |
| 1Y | +5.9% | +34.9% | -28.9% | -0.8% |
| 3Y | +82.6% | +213.5% | -130.9% | +49.0% |
| 5Y | +44.9% | +272.5% | -227.6% | +15.2% |
| 10Y | +564.1% | +3,142.4% | -2,578.3% | +307.1% |
| All | +7,865.3% | +1,976.9% | +5,888.3% | +4,253.3% |
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