+329.1%
APP vs NVMI
+274.3%
+54.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.4% | -1.7% |
| 7D | -4.4% | +6.9% | -11.3% | -8.5% |
| 30D | -10.0% | -2.8% | -7.2% | -9.2% |
| 3M | -41.4% | -27.3% | -14.1% | -31.3% |
| 6M | -41.0% | -13.7% | -27.3% | -42.1% |
| YTD | -54.7% | +13.8% | -68.6% | -63.6% |
| 1Y | -45.3% | +34.9% | -80.2% | -62.2% |
| 3Y | +624.3% | +213.5% | +410.7% | +124.7% |
| 5Y | +329.1% | +272.5% | +56.6% | +20.5% |
| All | +329.1% | +274.3% | +54.8% | +20.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling