+252.4%
APP vs NVMI
+165.8%
+86.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.6% | -2.2% | -0.4% |
| 7D | +48.9% | +15.3% | +33.6% | +35.5% |
| 30D | +49.4% | +0.1% | +49.4% | +48.0% |
| 3M | +27.0% | -14.0% | +41.0% | +35.3% |
| 6M | -15.4% | -35.2% | +19.9% | +1.2% |
| YTD | -39.9% | +3.7% | -43.7% | -50.2% |
| 1Y | -32.0% | +10.3% | -42.2% | -46.1% |
| 3Y | +824.3% | +204.8% | +619.5% | +176.6% |
| 5Y | +252.4% | +158.9% | +93.6% | +13.6% |
| All | +252.4% | +165.8% | +86.7% | +13.6% |
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 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