+57.7%
USAR vs NVMI
+203.1%
-145.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.1% | -3.9% | -5.3% |
| 7D | -9.3% | +3.8% | -13.1% | -10.5% |
| 30D | -15.2% | -7.6% | -7.6% | -12.9% |
| 3M | -21.1% | -28.0% | +6.9% | -12.0% |
| 6M | -21.6% | -15.3% | -6.3% | -15.4% |
| YTD | +34.8% | +11.5% | +23.3% | +38.8% |
| 1Y | +15.6% | +31.6% | -15.9% | +16.9% |
| All | +57.7% | +203.1% | -145.4% | +56.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling