+1,419.3%
ATI vs NVMI
+1,976.9%
-557.7%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.2% |
| 7D | +2.4% | +6.9% | -4.5% | +1.3% |
| 30D | -9.5% | -2.8% | -6.6% | -9.1% |
| 3M | +10.4% | -27.3% | +37.7% | +15.8% |
| 6M | +31.8% | -13.7% | +45.5% | +34.0% |
| YTD | +80.0% | +13.8% | +66.1% | +74.4% |
| 1Y | +175.8% | +34.9% | +141.0% | +159.2% |
| 3Y | +364.2% | +213.5% | +150.7% | +273.6% |
| 5Y | +1,076.9% | +272.5% | +804.4% | +808.9% |
| 10Y | +1,178.1% | +3,142.4% | -1,964.3% | +634.7% |
| All | +1,419.3% | +1,976.9% | -557.7% | +544.8% |
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 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