+157.3%
MMM vs NVMI
+183.9%
-26.5%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.0% | +1.6% | -1.1% |
| 7D | -0.8% | +1.5% | -2.3% | -1.0% |
| 30D | +11.7% | -4.1% | +15.8% | +12.0% |
| 3M | +1.0% | -22.8% | +23.7% | +3.5% |
| 6M | +26.0% | -36.9% | +62.9% | +30.8% |
| YTD | +16.3% | -3.2% | +19.5% | +13.7% |
| 1Y | +9.6% | +7.1% | +2.6% | +5.6% |
| 3Y | +157.3% | +181.5% | -24.2% | +114.1% |
| All | +157.3% | +183.9% | -26.5% | +114.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling