+130.0%
UAL vs NVMI
+274.3%
-144.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.2% | -0.7% |
| 7D | -1.1% | +6.9% | -8.1% | -3.5% |
| 30D | -13.4% | -2.8% | -10.6% | -12.7% |
| 3M | -2.3% | -27.3% | +25.0% | +7.3% |
| 6M | +13.3% | -13.7% | +27.0% | +15.8% |
| YTD | -4.2% | +13.8% | -18.0% | -12.1% |
| 1Y | +1.4% | +34.9% | -33.5% | -13.1% |
| 3Y | +125.8% | +213.5% | -87.7% | +27.4% |
| 5Y | +130.0% | +272.5% | -142.5% | +23.5% |
| All | +130.0% | +274.3% | -144.4% | +23.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling