+280.3%
UAL vs NVMI
+13,527.6%
-13,247.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +0.6% |
| 7D | +12.5% | +7.6% | +4.9% | +10.7% |
| 30D | +12.2% | -7.7% | +19.9% | +13.8% |
| 3M | -2.6% | -15.4% | +12.8% | +0.3% |
| 6M | +21.1% | -37.5% | +58.6% | +30.8% |
| YTD | +7.8% | -0.8% | +8.6% | +6.2% |
| 1Y | +25.4% | +2.4% | +23.0% | +22.6% |
| 3Y | +217.3% | +191.5% | +25.9% | +147.8% |
| 5Y | +132.9% | +156.3% | -23.5% | +83.9% |
| 10Y | +101.1% | +2,539.4% | -2,438.2% | +11.1% |
| All | +280.3% | +13,527.6% | -13,247.3% | +53.0% |
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