+31.4%
URA vs NVMI
+140.3%
-109.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.0% | +1.4% | -0.4% |
| 7D | -1.5% | +1.5% | -3.0% | -2.1% |
| 30D | -10.4% | -4.1% | -6.3% | -9.0% |
| 3M | -29.6% | -22.8% | -6.9% | -22.5% |
| 6M | -40.3% | -36.9% | -3.4% | -30.1% |
| YTD | -25.5% | -3.2% | -22.3% | -25.7% |
| 1Y | -26.4% | +7.1% | -33.5% | -29.2% |
| 3Y | +31.4% | +181.5% | -150.1% | -20.2% |
| All | +31.4% | +140.3% | -109.0% | -21.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling