+509.8%
AVAV vs NVMI
+3,158.6%
-2,648.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.7% |
| 7D | +1.4% | -0.1% | +1.5% | +1.4% |
| 30D | -24.3% | -8.4% | -15.9% | -22.3% |
| 3M | -20.1% | -33.6% | +13.4% | -10.6% |
| 6M | -29.4% | -14.7% | -14.7% | -28.0% |
| YTD | -39.3% | +13.2% | -52.6% | -44.1% |
| 1Y | -39.3% | +29.0% | -68.3% | -46.5% |
| 3Y | +29.5% | +215.0% | -185.5% | -20.5% |
| 5Y | +56.3% | +268.6% | -212.2% | -14.3% |
| All | +509.8% | +3,158.6% | -2,648.9% | +95.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling