+25.7%
USB vs NVMI
+140.3%
-114.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.0% | +3.8% | +1.3% |
| 7D | +2.6% | +1.5% | +1.1% | +2.3% |
| 30D | +8.4% | -4.1% | +12.5% | +8.8% |
| 3M | -5.5% | -22.8% | +17.2% | -2.4% |
| 6M | +17.7% | -36.9% | +54.6% | +23.7% |
| YTD | +17.6% | -3.2% | +20.8% | +13.5% |
| 1Y | +33.9% | +7.1% | +26.8% | +26.7% |
| 3Y | +103.8% | +181.5% | -77.7% | +46.4% |
| All | +25.7% | +140.3% | -114.6% | -10.9% |
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 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