+1,346.4%
MU vs NVMI
+274.3%
+1,072.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.9% | +3.6% | +3.4% |
| 7D | +7.5% | +6.9% | +0.6% | +2.5% |
| 30D | +19.4% | -2.8% | +22.2% | +21.8% |
| 3M | +9.8% | -27.3% | +37.2% | +40.2% |
| 6M | +164.1% | -13.7% | +177.8% | +200.6% |
| YTD | +260.3% | +13.8% | +246.5% | +241.9% |
| 1Y | +661.2% | +34.9% | +626.3% | +552.0% |
| 3Y | +1,380.8% | +213.5% | +1,167.3% | +597.9% |
| 5Y | +1,346.4% | +272.5% | +1,073.9% | +528.4% |
| All | +1,346.4% | +274.3% | +1,072.0% | +528.4% |
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 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