+114.1%
AS vs NVMI
+159.3%
-45.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.3% | -4.2% | -3.2% |
| 7D | -2.6% | +11.7% | -14.3% | -5.5% |
| 30D | -22.1% | -4.0% | -18.1% | -21.6% |
| 3M | -15.3% | -25.8% | +10.4% | -9.8% |
| 6M | -15.6% | -8.3% | -7.2% | -16.6% |
| YTD | -23.2% | +14.8% | -38.0% | -30.0% |
| 1Y | -21.7% | +37.9% | -59.6% | -33.2% |
| All | +114.1% | +159.3% | -45.2% | +31.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling