+31.1%
USB vs NVMI
+3.9%
+27.3%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.8% | +3.4% | -0.1% |
| 7D | +1.2% | +16.9% | -15.7% | +0.1% |
| 30D | +6.3% | -4.3% | +10.6% | +6.6% |
| 3M | -6.1% | -19.3% | +13.2% | -4.8% |
| 6M | +13.0% | -33.6% | +46.6% | +14.4% |
| YTD | +16.6% | -0.2% | +16.8% | +10.0% |
| 1Y | +31.1% | +5.1% | +26.1% | +22.8% |
| All | +31.1% | +3.9% | +27.3% | +22.8% |
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