+192,211.1%
MNST vs NVMI
+1,967.2%
+190,243.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.5% | -6.1% | -1.0% |
| 7D | -6.5% | +6.6% | -13.1% | -6.9% |
| 30D | -7.2% | -7.5% | +0.3% | -6.8% |
| 3M | -1.0% | -28.5% | +27.5% | +0.9% |
| 6M | +11.5% | -15.7% | +27.2% | +12.0% |
| YTD | +14.3% | +13.3% | +1.0% | +12.0% |
| 1Y | +38.1% | +48.3% | -10.2% | +32.2% |
| 3Y | +55.0% | +191.2% | -136.3% | +37.5% |
| 5Y | +79.6% | +268.7% | -189.0% | +55.1% |
| 10Y | +241.8% | +3,034.8% | -2,793.0% | +152.3% |
| All | +192,211.1% | +1,967.2% | +190,243.8% | +111,482.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling