+1,186.2%
URI vs NVMI
+3,108.0%
-1,921.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.1% | -1.8% | -3.1% |
| 7D | -0.5% | +3.8% | -4.3% | -1.9% |
| 30D | -13.4% | -7.6% | -5.8% | -10.9% |
| 3M | -6.2% | -28.0% | +21.8% | +4.2% |
| 6M | +28.0% | -15.3% | +43.3% | +31.1% |
| YTD | +23.0% | +11.5% | +11.5% | +11.2% |
| 1Y | +5.5% | +31.6% | -26.1% | -12.2% |
| 3Y | +119.2% | +207.0% | -87.8% | +13.3% |
| 5Y | +201.0% | +262.8% | -61.8% | +36.8% |
| All | +1,186.2% | +3,108.0% | -1,921.8% | +195.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling