+78.9%
UBER vs NVMI
+261.9%
-183.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.7% |
| 7D | -5.4% | -0.1% | -5.3% | -5.4% |
| 30D | -4.9% | -8.4% | +3.5% | -2.6% |
| 3M | +3.0% | -33.6% | +36.6% | +15.0% |
| 6M | -4.4% | -14.7% | +10.3% | -5.2% |
| YTD | -12.3% | +13.2% | -25.5% | -23.9% |
| 1Y | -24.3% | +29.0% | -53.3% | -38.6% |
| 3Y | +46.4% | +215.0% | -168.5% | -32.7% |
| All | +78.9% | +261.9% | -183.0% | -23.1% |
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 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