+8.8%
AWK vs NVMI
+203.1%
-194.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.7% | -0.5% |
| 7D | -0.7% | +3.8% | -4.5% | -0.4% |
| 30D | +2.8% | -7.6% | +10.3% | +2.1% |
| 3M | +11.3% | -28.0% | +39.3% | +8.6% |
| 6M | +6.7% | -15.3% | +22.0% | +6.1% |
| YTD | +9.4% | +11.5% | -2.1% | +11.7% |
| 1Y | +3.7% | +31.6% | -27.9% | +7.8% |
| All | +8.8% | +203.1% | -194.2% | +4.9% |
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 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