+32,355.3%
AVGO vs NVMI
+28,468.9%
+3,886.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.3% | +1.6% | +2.4% |
| 7D | -0.3% | +11.7% | -12.0% | -4.8% |
| 30D | -13.8% | -4.0% | -9.8% | -12.7% |
| 3M | -6.9% | -25.8% | +18.8% | +3.5% |
| 6M | +11.9% | -8.3% | +20.3% | +13.4% |
| YTD | +6.9% | +14.8% | -8.0% | -2.3% |
| 1Y | +7.4% | +37.9% | -30.5% | -9.2% |
| 3Y | +345.6% | +216.3% | +129.3% | +168.8% |
| 5Y | +718.9% | +277.2% | +441.7% | +355.3% |
| 10Y | +2,755.4% | +3,074.3% | -319.0% | +752.6% |
| All | +32,355.3% | +28,468.9% | +3,886.4% | +7,012.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling