+207.2%
UMC vs NVMI
+53.9%
+153.3%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +5.5% | -0.9% | +2.1% |
| 7D | +5.0% | +6.6% | -1.6% | +1.8% |
| 30D | +7.7% | -7.5% | +15.2% | +11.1% |
| 3M | +1.7% | -28.5% | +30.2% | +18.6% |
| 6M | +113.9% | -15.7% | +129.7% | +136.3% |
| YTD | +168.9% | +13.3% | +155.6% | +176.5% |
| 1Y | +207.2% | +48.3% | +158.9% | +216.3% |
| All | +207.2% | +53.9% | +153.3% | +216.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling