-20.7%
MDLN vs NVMI
+17.4%
-38.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.1% | +0.4% |
| 7D | -11.1% | -0.1% | -11.0% | -11.1% |
| 30D | -8.4% | -8.4% | 0.0% | -8.3% |
| 3M | -12.4% | -33.6% | +21.2% | -13.1% |
| 6M | -23.3% | -14.7% | -8.6% | -23.5% |
| YTD | -22.5% | +13.2% | -35.8% | -12.3% |
| All | -20.7% | +17.4% | -38.1% | -7.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling