+7,970.4%
URI vs NVMI
+1,665.9%
+6,304.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.0% | +1.7% | -0.8% |
| 7D | +6.7% | +1.5% | +5.2% | +6.5% |
| 30D | +8.9% | -4.1% | +12.9% | +9.5% |
| 3M | +0.5% | -22.8% | +23.3% | +4.5% |
| 6M | +20.7% | -36.9% | +57.5% | +28.4% |
| YTD | +40.0% | -3.2% | +43.2% | +38.2% |
| 1Y | +34.4% | +7.1% | +27.3% | +30.4% |
| 3Y | +149.5% | +181.5% | -32.0% | +102.7% |
| 5Y | +205.6% | +141.2% | +64.4% | +151.9% |
| 10Y | +1,183.1% | +2,463.4% | -1,280.3% | +676.7% |
| All | +7,970.4% | +1,665.9% | +6,304.5% | +3,610.9% |
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