+49.3%
MOH vs NVMI
-11.6%
+60.8%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -2.4% | +11.4% | +8.7% |
| 7D | +14.3% | -11.8% | +26.1% | +13.1% |
| 30D | +16.7% | -24.8% | +41.5% | +14.2% |
| 3M | +18.3% | -28.6% | +46.9% | +15.8% |
| 6M | +15.8% | -40.0% | +55.8% | +13.1% |
| YTD | +30.5% | -10.1% | +40.5% | +24.7% |
| 1Y | +49.3% | -9.8% | +59.0% | +42.4% |
| All | +49.3% | -11.6% | +60.8% | +42.4% |
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