-21.9%
AS vs NVMI
+53.9%
-75.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.5% | -1.9% | +2.6% |
| 7D | -4.9% | +6.6% | -11.5% | -6.0% |
| 30D | -19.6% | -7.5% | -12.1% | -18.7% |
| 3M | -14.4% | -28.5% | +14.1% | -9.5% |
| 6M | -20.1% | -15.7% | -4.4% | -20.0% |
| YTD | -20.9% | +13.3% | -34.2% | -27.0% |
| 1Y | -21.9% | +48.3% | -70.1% | -32.5% |
| All | -21.9% | +53.9% | -75.7% | -32.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling