+640.8%
APP vs NVMI
+212.4%
+428.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -4.0% | -3.4% |
| 7D | +0.1% | +11.7% | -11.6% | -5.7% |
| 30D | -10.0% | -4.0% | -6.0% | -8.7% |
| 3M | -44.6% | -25.8% | -18.9% | -37.5% |
| 6M | -37.9% | -8.3% | -29.5% | -41.3% |
| YTD | -53.7% | +14.8% | -68.5% | -61.8% |
| 1Y | -43.0% | +37.9% | -80.8% | -59.0% |
| 3Y | +640.8% | +216.3% | +424.5% | +198.8% |
| All | +640.8% | +212.4% | +428.4% | +198.8% |
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 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