+17.8%
AVGO vs NVMI
+53.9%
-36.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.5% | -5.3% | -2.2% |
| 7D | -3.0% | +6.6% | -9.6% | -5.8% |
| 30D | -14.4% | -7.5% | -6.9% | -11.8% |
| 3M | -14.4% | -28.5% | +14.1% | -2.3% |
| 6M | +13.1% | -15.7% | +28.9% | +18.4% |
| YTD | +3.8% | +13.3% | -9.5% | -8.5% |
| 1Y | +17.8% | +48.3% | -30.5% | -5.9% |
| All | +17.8% | +53.9% | -36.1% | -5.9% |
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