+12.6%
MOS vs NVMI
+3,055.7%
-3,043.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.3% | +1.3% | +2.3% |
| 7D | +7.1% | +11.7% | -4.6% | +4.0% |
| 30D | +15.0% | -4.0% | +19.1% | +15.9% |
| 3M | +24.1% | -25.8% | +49.8% | +32.1% |
| 6M | +2.7% | -8.3% | +11.0% | +1.7% |
| YTD | +12.2% | +14.8% | -2.6% | +3.1% |
| 1Y | -16.3% | +37.9% | -54.2% | -27.9% |
| 3Y | -23.3% | +216.3% | -239.6% | -54.6% |
| 5Y | -4.2% | +277.2% | -281.3% | -50.9% |
| 10Y | +12.6% | +3,074.3% | -3,061.8% | -73.5% |
| All | +12.6% | +3,055.7% | -3,043.2% | -73.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling