+1,237.8%
URI vs NVMI
+3,176.5%
-1,938.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.7% |
| 7D | +5.0% | +6.9% | -1.9% | +2.3% |
| 30D | -9.4% | -2.8% | -6.6% | -8.7% |
| 3M | -5.8% | -27.3% | +21.5% | +4.2% |
| 6M | +25.8% | -13.7% | +39.5% | +28.0% |
| YTD | +27.9% | +13.8% | +14.0% | +14.7% |
| 1Y | +9.7% | +34.9% | -25.1% | -9.6% |
| 3Y | +128.0% | +213.5% | -85.5% | +16.9% |
| 5Y | +212.4% | +272.5% | -60.1% | +40.5% |
| All | +1,237.8% | +3,176.5% | -1,938.7% | +204.5% |
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