+1,843.7%
MUU vs NVMI
+32.8%
+1,810.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -4.0% |
| 7D | -8.2% | -0.1% | -8.2% | -8.2% |
| 30D | +10.2% | -8.4% | +18.6% | +30.7% |
| 3M | -26.5% | -33.6% | +7.1% | +77.1% |
| 6M | +227.2% | -14.7% | +241.9% | +447.6% |
| YTD | +527.4% | +13.2% | +514.2% | +564.5% |
| 1Y | +1,843.7% | +29.0% | +1,814.7% | +1,589.6% |
| All | +1,843.7% | +32.8% | +1,810.9% | +1,589.6% |
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