+427.0%
MCK vs NVMI
+3,158.6%
-2,731.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | 0.0% |
| 7D | -2.9% | -0.1% | -2.8% | -2.9% |
| 30D | +0.4% | -8.4% | +8.8% | +1.0% |
| 3M | +12.1% | -33.6% | +45.7% | +15.1% |
| 6M | -5.4% | -14.7% | +9.2% | -5.8% |
| YTD | +7.8% | +13.2% | -5.4% | +4.1% |
| 1Y | +22.9% | +29.0% | -6.1% | +16.7% |
| 3Y | +110.7% | +215.0% | -104.3% | +69.8% |
| 5Y | +346.2% | +268.6% | +77.6% | +235.7% |
| All | +427.0% | +3,158.6% | -2,731.6% | +169.9% |
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