+30.7%
ULTA vs NVMI
+207.9%
-177.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.6% | +0.5% | +1.9% |
| 7D | -3.1% | -0.1% | -3.0% | -3.1% |
| 30D | +2.8% | -8.4% | +11.2% | +3.5% |
| 3M | +14.8% | -33.6% | +48.3% | +19.0% |
| 6M | -16.2% | -14.7% | -1.5% | -16.2% |
| YTD | -9.6% | +13.2% | -22.8% | -13.3% |
| 1Y | +4.8% | +29.0% | -24.2% | -1.5% |
| 3Y | +30.7% | +215.0% | -184.3% | +9.5% |
| All | +30.7% | +207.9% | -177.2% | +9.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling