+114.9%
AXP vs NVMI
+183.9%
-69.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.0% | +3.8% | +1.2% |
| 7D | -0.1% | +1.5% | -1.6% | -0.4% |
| 30D | +4.4% | -4.1% | +8.5% | +4.8% |
| 3M | -6.4% | -22.8% | +16.3% | -3.3% |
| 6M | +4.2% | -36.9% | +41.0% | +9.4% |
| YTD | -12.4% | -3.2% | -9.2% | -16.1% |
| 1Y | -11.1% | +7.1% | -18.2% | -16.8% |
| 3Y | +114.9% | +181.5% | -66.6% | +51.0% |
| All | +114.9% | +183.9% | -69.0% | +51.0% |
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