+341.9%
URA vs NVMI
+3,158.6%
-2,816.7%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.6% | -4.8% | -3.8% |
| 7D | -5.5% | -0.1% | -5.4% | -5.5% |
| 30D | -3.7% | -8.4% | +4.7% | -0.8% |
| 3M | -2.9% | -33.6% | +30.7% | +10.5% |
| 6M | -15.2% | -14.7% | -0.6% | -12.0% |
| YTD | +1.9% | +13.2% | -11.3% | -3.5% |
| 1Y | +6.9% | +29.0% | -22.1% | -3.1% |
| 3Y | +99.6% | +215.0% | -115.4% | +27.1% |
| 5Y | +101.2% | +268.6% | -167.4% | +18.6% |
| All | +341.9% | +3,158.6% | -2,816.7% | +76.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling