-10.9%
AXP vs NVMI
+5.1%
-16.0%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.4% | -5.4% | +0.7% |
| 7D | -1.1% | +9.6% | -10.7% | -1.6% |
| 30D | +5.2% | -5.6% | +10.8% | +5.6% |
| 3M | -4.6% | -15.2% | +10.6% | -3.7% |
| 6M | +3.2% | -36.1% | +39.3% | +5.2% |
| YTD | -11.3% | +1.5% | -12.8% | -16.8% |
| All | -10.9% | +5.1% | -16.0% | -17.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling