+82.7%
MET vs NVMI
+261.9%
-179.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | +0.2% |
| 7D | -0.5% | -0.1% | -0.4% | -0.5% |
| 30D | +0.5% | -8.4% | +8.9% | +1.5% |
| 3M | +11.6% | -33.6% | +45.2% | +16.8% |
| 6M | +40.8% | -14.7% | +55.5% | +40.6% |
| YTD | +25.7% | +13.2% | +12.4% | +19.4% |
| 1Y | +24.4% | +29.0% | -4.7% | +15.0% |
| 3Y | +67.5% | +215.0% | -147.5% | +24.9% |
| All | +82.7% | +261.9% | -179.1% | +30.1% |
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