+335.4%
AVGO vs NVMI
+203.1%
+132.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | +0.1% |
| 7D | +1.0% | +3.8% | -2.8% | -1.0% |
| 30D | -13.3% | -7.6% | -5.7% | -10.0% |
| 3M | -2.9% | -28.0% | +25.1% | +12.9% |
| 6M | +5.7% | -15.3% | +21.0% | +10.7% |
| YTD | +4.6% | +11.5% | -6.8% | -8.1% |
| 1Y | -1.6% | +31.6% | -33.2% | -22.3% |
| All | +335.4% | +203.1% | +132.3% | +100.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling