+204.5%
URI vs NVMI
+140.3%
+64.2%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.0% | +1.7% | -0.3% |
| 7D | +6.7% | +1.5% | +5.2% | +6.3% |
| 30D | +8.9% | -4.1% | +12.9% | +10.0% |
| 3M | +0.5% | -22.8% | +23.3% | +8.2% |
| 6M | +20.7% | -36.9% | +57.5% | +35.7% |
| YTD | +40.0% | -3.2% | +43.2% | +33.2% |
| 1Y | +34.4% | +7.1% | +27.3% | +23.0% |
| 3Y | +149.5% | +181.5% | -32.0% | +36.5% |
| All | +204.5% | +140.3% | +64.2% | +62.8% |
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