+391.7%
APP vs NVMI
+290.2%
+101.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.5% | -3.3% | -1.2% |
| 7D | +0.9% | +6.6% | -5.7% | -3.2% |
| 30D | -23.3% | -7.5% | -15.7% | -19.5% |
| 3M | -42.6% | -28.5% | -14.1% | -32.6% |
| 6M | -33.6% | -15.7% | -17.9% | -33.7% |
| YTD | -52.4% | +13.3% | -65.7% | -61.5% |
| 1Y | -35.9% | +48.3% | -84.2% | -58.3% |
| 3Y | +642.2% | +191.2% | +451.0% | +153.5% |
| 5Y | +311.1% | +268.7% | +42.4% | +21.5% |
| All | +391.7% | +290.2% | +101.4% | +35.5% |
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 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