+23.0%
MMM vs NVMI
-11.6%
+34.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -2.4% | +12.0% | +9.7% |
| 7D | +12.2% | -11.8% | +24.0% | +13.3% |
| 30D | +18.8% | -24.8% | +43.7% | +21.4% |
| 3M | +7.4% | -28.6% | +35.9% | +9.9% |
| 6M | +38.3% | -40.0% | +78.3% | +41.8% |
| YTD | +22.9% | -10.1% | +32.9% | +20.0% |
| 1Y | +23.0% | -9.8% | +32.8% | +19.9% |
| All | +23.0% | -11.6% | +34.6% | +19.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling