+206.2%
MLM vs NVMI
+3,055.7%
-2,849.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.9% | -0.8% |
| 7D | +1.4% | +11.7% | -10.3% | -1.0% |
| 30D | -6.5% | -4.0% | -2.5% | -5.8% |
| 3M | -7.4% | -25.8% | +18.3% | -2.7% |
| 6M | -15.8% | -8.3% | -7.5% | -16.5% |
| YTD | -17.4% | +14.8% | -32.3% | -22.9% |
| 1Y | -17.9% | +37.9% | -55.8% | -27.4% |
| 3Y | +18.9% | +216.3% | -197.4% | -22.1% |
| 5Y | +43.4% | +277.2% | -233.7% | -13.6% |
| 10Y | +206.2% | +3,074.3% | -2,868.1% | +11.4% |
| All | +206.2% | +3,055.7% | -2,849.5% | +11.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling