+2,683.6%
MUU vs NVMI
+80.0%
+2,603.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.9% | +6.4% | +6.9% |
| 7D | +15.0% | +6.9% | +8.1% | +3.4% |
| 30D | +36.8% | -2.8% | +39.7% | +44.7% |
| 3M | -8.5% | -27.3% | +18.8% | +77.8% |
| 6M | +320.7% | -13.7% | +334.4% | +571.2% |
| YTD | +599.7% | +13.8% | +585.8% | +678.6% |
| 1Y | +2,569.2% | +34.9% | +2,534.3% | +2,422.4% |
| All | +2,683.6% | +80.0% | +2,603.6% | +1,840.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling