+187.9%
TAP vs NVMI
+1,967.2%
-1,779.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.5% | -5.7% | -0.3% |
| 7D | -2.3% | +6.6% | -8.9% | -2.5% |
| 30D | -2.1% | -7.5% | +5.4% | -2.0% |
| 3M | +6.6% | -28.5% | +35.1% | +7.4% |
| 6M | -11.5% | -15.7% | +4.2% | -11.4% |
| YTD | -10.3% | +13.3% | -23.6% | -11.1% |
| 1Y | -14.4% | +48.3% | -62.7% | -16.1% |
| 3Y | -28.3% | +191.2% | -219.5% | -31.8% |
| 5Y | +1.7% | +268.7% | -267.0% | -4.5% |
| 10Y | -49.2% | +3,034.8% | -3,084.0% | -55.1% |
| All | +187.9% | +1,967.2% | -1,779.4% | +145.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling