+35.4%
AVAV vs NVMI
+165.8%
-130.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -3.9% | -0.6% |
| 7D | +9.9% | +15.3% | -5.5% | +5.7% |
| 30D | -5.4% | +0.1% | -5.5% | -5.4% |
| 3M | -36.5% | -14.0% | -22.6% | -34.1% |
| 6M | -25.3% | -35.2% | +10.0% | -17.6% |
| YTD | -48.6% | +3.7% | -52.3% | -51.3% |
| 1Y | -62.1% | +10.3% | -72.4% | -64.7% |
| 3Y | +2.3% | +204.8% | -202.5% | -31.7% |
| 5Y | +35.4% | +158.9% | -123.5% | -13.4% |
| All | +35.4% | +165.8% | -130.4% | -13.4% |
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