+938.2%
MU vs NVMI
+140.3%
+797.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.0% | +0.5% | -0.3% |
| 7D | +12.8% | +1.5% | +11.3% | +11.8% |
| 30D | -14.9% | -4.1% | -10.8% | -11.7% |
| 3M | -18.0% | -22.8% | +4.7% | -1.1% |
| 6M | -3.1% | -36.9% | +33.8% | +37.2% |
| YTD | +172.9% | -3.2% | +176.1% | +190.9% |
| 1Y | +228.8% | +7.1% | +221.8% | +229.3% |
| 3Y | +950.8% | +181.5% | +769.4% | +422.7% |
| All | +938.2% | +140.3% | +797.9% | +431.3% |
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 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