+7.1%
USAR vs NVMI
+32.8%
-25.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.6% | -4.6% | -4.1% |
| 7D | -11.6% | -0.1% | -11.6% | -11.6% |
| 30D | -15.5% | -8.4% | -7.1% | -10.2% |
| 3M | -31.0% | -33.6% | +2.5% | -9.5% |
| 6M | -26.2% | -14.7% | -11.5% | -18.7% |
| YTD | +30.8% | +13.2% | +17.5% | +19.1% |
| 1Y | +7.1% | +29.0% | -21.9% | +10.8% |
| All | +7.1% | +32.8% | -25.7% | +10.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling