+95.0%
URA vs NVMI
+261.9%
-166.9%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.6% | -4.8% | -3.9% |
| 7D | -5.5% | -0.1% | -5.4% | -5.5% |
| 30D | -3.7% | -8.4% | +4.7% | -0.5% |
| 3M | -2.9% | -33.6% | +30.7% | +12.0% |
| 6M | -15.2% | -14.7% | -0.6% | -11.8% |
| YTD | +1.9% | +13.2% | -11.3% | -4.2% |
| 1Y | +6.9% | +29.0% | -22.1% | -4.2% |
| 3Y | +99.6% | +215.0% | -115.4% | +17.4% |
| All | +95.0% | +261.9% | -166.9% | +6.8% |
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 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