+134.9%
AS vs NVMI
+115.3%
+19.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +11.7% | -11.3% | -2.5% |
| 7D | +6.9% | +0.3% | +6.6% | +6.6% |
| 30D | +16.0% | -17.1% | +33.1% | +21.1% |
| 3M | -12.8% | -17.9% | +5.0% | -9.3% |
| 6M | -15.4% | -41.4% | +26.0% | -5.5% |
| YTD | -15.7% | -4.6% | -11.1% | -20.0% |
| 1Y | +6.1% | -0.3% | +6.3% | -1.0% |
| All | +134.9% | +115.3% | +19.5% | +49.8% |
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