+208.3%
URI vs NVMI
+277.6%
-69.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.1% |
| 7D | +2.5% | +11.7% | -9.2% | -1.1% |
| 30D | -12.5% | -4.0% | -8.5% | -11.5% |
| 3M | -6.2% | -25.8% | +19.6% | +1.6% |
| 6M | +25.9% | -8.3% | +34.2% | +25.2% |
| YTD | +26.2% | +14.8% | +11.4% | +14.5% |
| 1Y | +5.5% | +37.9% | -32.4% | -11.6% |
| 3Y | +125.0% | +216.3% | -91.3% | +21.1% |
| All | +208.3% | +277.6% | -69.3% | +45.0% |
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