+696.9%
AVGO vs NVMI
+261.9%
+435.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | -0.5% |
| 7D | +1.1% | -0.1% | +1.2% | +1.2% |
| 30D | -13.0% | -8.4% | -4.6% | -9.3% |
| 3M | -6.0% | -33.6% | +27.6% | +14.5% |
| 6M | +6.4% | -14.7% | +21.0% | +11.2% |
| YTD | +5.0% | +13.2% | -8.2% | -8.0% |
| 1Y | +1.4% | +29.0% | -27.6% | -18.0% |
| 3Y | +336.8% | +215.0% | +121.8% | +105.2% |
| All | +696.9% | +261.9% | +435.0% | +247.3% |
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