+27.5%
UAL vs NVMI
-11.6%
+39.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -2.4% | +10.4% | +8.8% |
| 7D | +11.9% | -11.8% | +23.7% | +16.5% |
| 30D | +5.2% | -24.8% | +30.1% | +15.4% |
| 3M | -12.7% | -28.6% | +15.9% | -3.2% |
| 6M | +28.5% | -40.0% | +68.5% | +45.5% |
| YTD | +3.5% | -10.1% | +13.6% | -0.2% |
| 1Y | +27.5% | -9.8% | +37.3% | +22.1% |
| All | +27.5% | -11.6% | +39.1% | +22.1% |
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