+2,981.5%
MUU vs NVMI
+53.9%
+2,927.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +5.5% | +6.1% | +1.5% |
| 7D | +17.4% | +6.6% | +10.8% | +4.7% |
| 30D | +24.0% | -7.5% | +31.5% | +43.6% |
| 3M | -23.9% | -28.5% | +4.6% | +69.6% |
| 6M | +284.4% | -15.7% | +300.2% | +563.5% |
| YTD | +583.7% | +13.3% | +570.4% | +638.3% |
| 1Y | +2,981.5% | +48.3% | +2,933.2% | +2,223.5% |
| All | +2,981.5% | +53.9% | +2,927.6% | +2,223.5% |
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 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