+66.4%
UEC vs NVMI
+12,791.4%
-12,725.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.6% | -2.2% |
| 7D | -0.2% | +6.9% | -7.1% | -1.9% |
| 30D | +1.9% | -2.8% | +4.8% | +2.6% |
| 3M | +8.9% | -27.3% | +36.3% | +17.6% |
| 6M | -14.5% | -13.7% | -0.8% | -11.8% |
| YTD | -0.7% | +13.8% | -14.5% | -3.9% |
| 1Y | -4.1% | +34.9% | -38.9% | -11.1% |
| 3Y | +148.9% | +213.5% | -64.6% | +82.4% |
| 5Y | +300.0% | +272.5% | +27.5% | +184.2% |
| 10Y | +994.3% | +3,142.4% | -2,148.1% | +451.7% |
| All | +66.4% | +12,791.4% | -12,725.0% | -28.9% |
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