+216.3%
UAL vs NVMI
+190.9%
+25.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +0.9% |
| 7D | +12.5% | +7.6% | +4.9% | +9.7% |
| 30D | +12.2% | -7.7% | +19.9% | +14.7% |
| 3M | -2.6% | -15.4% | +12.8% | +1.9% |
| 6M | +21.1% | -37.5% | +58.6% | +36.1% |
| YTD | +7.8% | -0.8% | +8.6% | +4.1% |
| 1Y | +25.4% | +2.4% | +23.0% | +19.6% |
| All | +216.3% | +190.9% | +25.5% | +105.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling