-51.6%
TAP vs NVMI
+3,108.0%
-3,159.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | 0.0% |
| 7D | -5.3% | +3.8% | -9.0% | -5.5% |
| 30D | -7.4% | -7.6% | +0.2% | -6.9% |
| 3M | -4.9% | -28.0% | +23.1% | -3.2% |
| 6M | -14.2% | -15.3% | +1.1% | -14.3% |
| YTD | -14.8% | +11.5% | -26.3% | -17.4% |
| 1Y | -18.1% | +31.6% | -49.7% | -22.3% |
| 3Y | -32.7% | +207.0% | -239.7% | -44.6% |
| 5Y | -0.5% | +262.8% | -263.3% | -22.4% |
| All | -51.6% | +3,108.0% | -3,159.6% | -75.2% |
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