+6,101.0%
UNH vs NVMI
+1,933.5%
+4,167.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | -1.1% |
| 7D | -3.2% | +3.8% | -6.9% | -3.3% |
| 30D | -3.5% | -7.6% | +4.1% | -3.2% |
| 3M | -4.2% | -28.0% | +23.8% | -3.0% |
| 6M | +38.3% | -15.3% | +53.6% | +38.6% |
| YTD | +19.2% | +11.5% | +7.8% | +17.7% |
| 1Y | +15.0% | +31.6% | -16.6% | +12.5% |
| 3Y | -14.5% | +207.0% | -221.5% | -21.0% |
| 5Y | +4.6% | +262.8% | -258.3% | -5.0% |
| 10Y | +241.1% | +3,074.6% | -2,833.4% | +181.1% |
| All | +6,101.0% | +1,933.5% | +4,167.5% | +4,242.9% |
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