+216.7%
UEC vs NVMI
+261.9%
-45.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.6% | -6.8% | -6.0% |
| 7D | -9.4% | -0.1% | -9.4% | -9.4% |
| 30D | -8.0% | -8.4% | +0.4% | -4.1% |
| 3M | -1.7% | -33.6% | +31.9% | +18.3% |
| 6M | -26.1% | -14.7% | -11.5% | -22.4% |
| YTD | -10.5% | +13.2% | -23.8% | -17.7% |
| 1Y | -13.3% | +29.0% | -42.3% | -25.6% |
| 3Y | +116.4% | +215.0% | -98.6% | -4.0% |
| All | +216.7% | +261.9% | -45.2% | +34.1% |
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