+99.8%
MNST vs NVMI
+140.3%
-40.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.0% | +4.9% | +2.1% |
| 7D | +1.6% | +1.5% | +0.1% | +1.5% |
| 30D | +5.1% | -4.1% | +9.1% | +5.2% |
| 3M | -0.5% | -22.8% | +22.3% | +0.7% |
| 6M | +8.1% | -36.9% | +45.0% | +10.2% |
| YTD | +21.2% | -3.2% | +24.4% | +19.5% |
| 1Y | +30.7% | +7.1% | +23.6% | +27.8% |
| 3Y | +67.3% | +181.5% | -114.2% | +34.2% |
| All | +99.8% | +140.3% | -40.5% | +59.8% |
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