+71.0%
UBER vs NVMI
+1,267.4%
-1,196.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.5% |
| 7D | -7.0% | +6.9% | -14.0% | -9.6% |
| 30D | -8.9% | -2.8% | -6.1% | -8.4% |
| 3M | +1.0% | -27.3% | +28.3% | +10.9% |
| 6M | -3.7% | -13.7% | +9.9% | -5.2% |
| YTD | -13.0% | +13.8% | -26.9% | -26.7% |
| 1Y | -25.5% | +34.9% | -60.4% | -43.3% |
| 3Y | +50.5% | +213.5% | -163.1% | -38.6% |
| 5Y | +76.2% | +272.5% | -196.3% | -39.7% |
| All | +71.0% | +1,267.4% | -1,196.4% | -80.6% |
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