+41.2%
USB vs NVMI
+266.4%
-225.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.5% | -5.8% | -1.1% |
| 7D | +1.4% | +6.6% | -5.2% | +0.4% |
| 30D | -1.3% | -7.5% | +6.2% | -0.3% |
| 3M | +15.2% | -28.5% | +43.7% | +19.8% |
| 6M | +18.8% | -15.7% | +34.6% | +19.3% |
| YTD | +21.0% | +13.3% | +7.7% | +15.0% |
| 1Y | +34.0% | +48.3% | -14.3% | +20.6% |
| 3Y | +95.3% | +191.2% | -95.9% | +44.2% |
| All | +41.2% | +266.4% | -225.2% | -0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling