+7,134.6%
URI vs NVMI
+1,967.2%
+5,167.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.5% | -3.9% | +0.7% |
| 7D | -2.0% | +6.6% | -8.6% | -3.0% |
| 30D | -12.9% | -7.5% | -5.4% | -11.9% |
| 3M | -6.7% | -28.5% | +21.8% | -2.2% |
| 6M | +19.0% | -15.7% | +34.7% | +21.0% |
| YTD | +25.5% | +13.3% | +12.2% | +21.1% |
| 1Y | +5.5% | +48.3% | -42.7% | -3.0% |
| 3Y | +111.3% | +191.2% | -79.9% | +71.0% |
| 5Y | +198.6% | +268.7% | -70.1% | +131.5% |
| 10Y | +1,179.9% | +3,034.8% | -1,854.9% | +653.5% |
| All | +7,134.6% | +1,967.2% | +5,167.4% | +3,151.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling