+440.3%
AXP vs NVMI
+2,631.5%
-2,191.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.4% | -5.4% | -0.5% |
| 7D | -1.1% | +9.6% | -10.7% | -3.6% |
| 30D | +5.2% | -5.6% | +10.8% | +6.2% |
| 3M | -4.6% | -15.2% | +10.6% | -1.7% |
| 6M | +3.2% | -36.1% | +39.3% | +11.6% |
| YTD | -11.3% | +1.5% | -12.8% | -17.0% |
| 1Y | -11.0% | +8.3% | -19.3% | -18.5% |
| 3Y | +120.2% | +212.6% | -92.4% | +34.2% |
| 5Y | +91.7% | +158.4% | -66.7% | +19.2% |
| 10Y | +440.3% | +2,587.4% | -2,147.1% | +94.8% |
| All | +440.3% | +2,631.5% | -2,191.1% | +94.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling