+2.1%
AS vs NVMI
-11.6%
+13.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.4% | +7.5% | +5.5% |
| 7D | +13.8% | -11.8% | +25.5% | +16.1% |
| 30D | +16.7% | -24.8% | +41.5% | +22.4% |
| 3M | -11.5% | -28.6% | +17.1% | -6.7% |
| 6M | -5.5% | -40.0% | +34.5% | +1.2% |
| YTD | -14.2% | -10.1% | -4.1% | -19.0% |
| 1Y | +2.1% | -9.8% | +11.8% | -4.0% |
| All | +2.1% | -11.6% | +13.6% | -4.0% |
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