+96.9%
AU vs NVMI
+53.9%
+43.1%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +5.5% | -7.8% | -4.4% |
| 7D | -3.6% | +6.6% | -10.2% | -6.0% |
| 30D | +23.9% | -7.5% | +31.4% | +27.1% |
| 3M | +19.1% | -28.5% | +47.6% | +31.9% |
| 6M | -0.2% | -15.7% | +15.6% | +2.3% |
| YTD | +32.5% | +13.3% | +19.1% | +23.6% |
| 1Y | +96.9% | +48.3% | +48.7% | +62.0% |
| All | +96.9% | +53.9% | +43.1% | +62.0% |
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