+77.9%
MNST vs NVMI
+274.3%
-196.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.7% |
| 7D | -3.6% | +6.9% | -10.5% | -4.0% |
| 30D | -6.3% | -2.8% | -3.4% | -6.2% |
| 3M | -5.0% | -27.3% | +22.4% | -3.4% |
| 6M | +13.1% | -13.7% | +26.8% | +13.2% |
| YTD | +11.8% | +13.8% | -2.1% | +9.4% |
| 1Y | +35.2% | +34.9% | +0.4% | +30.1% |
| 3Y | +52.0% | +213.5% | -161.5% | +22.9% |
| 5Y | +77.9% | +272.5% | -194.6% | +36.7% |
| All | +77.9% | +274.3% | -196.5% | +36.7% |
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