+53.0%
AVAV vs NVMI
+274.3%
-221.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.9% | -4.5% | -5.1% |
| 7D | -3.2% | +6.9% | -10.1% | -5.0% |
| 30D | -25.6% | -2.8% | -22.7% | -25.0% |
| 3M | -20.2% | -27.3% | +7.1% | -14.1% |
| 6M | -38.1% | -13.7% | -24.4% | -37.2% |
| YTD | -41.8% | +13.8% | -55.6% | -45.9% |
| 1Y | -39.0% | +34.9% | -73.9% | -46.0% |
| 3Y | +24.1% | +213.5% | -189.5% | -15.9% |
| 5Y | +53.0% | +272.5% | -219.4% | +0.1% |
| All | +53.0% | +274.3% | -221.3% | +0.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling