+251.3%
UAL vs NVMI
+15,469.0%
-15,217.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +5.5% | -3.0% | +1.4% |
| 7D | +0.7% | +6.6% | -5.9% | -0.6% |
| 30D | -16.1% | -7.5% | -8.6% | -14.9% |
| 3M | +6.1% | -28.5% | +34.6% | +12.4% |
| 6M | +10.8% | -15.7% | +26.6% | +13.4% |
| YTD | -0.4% | +13.3% | -13.7% | -4.2% |
| 1Y | +5.0% | +48.3% | -43.3% | -4.4% |
| 3Y | +124.0% | +191.2% | -67.2% | +74.9% |
| 5Y | +141.0% | +268.7% | -127.7% | +78.6% |
| 10Y | +118.0% | +3,034.8% | -2,916.8% | +17.1% |
| All | +251.3% | +15,469.0% | -15,217.7% | +38.1% |
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 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