+105.0%
DAL vs NVMI
+2,574.6%
-2,469.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -3.8% | -1.4% | -4.0% |
| 7D | +1.4% | +16.9% | -15.5% | -3.7% |
| 30D | +9.1% | -4.3% | +13.4% | +10.1% |
| 3M | -3.5% | -19.3% | +15.8% | +2.3% |
| 6M | +23.4% | -33.6% | +56.9% | +35.8% |
| YTD | +26.0% | -0.2% | +26.3% | +19.8% |
| 1Y | +44.6% | +5.1% | +39.6% | +34.8% |
| 3Y | +162.7% | +193.2% | -30.5% | +58.8% |
| 5Y | +113.0% | +148.6% | -35.7% | +31.2% |
| All | +105.0% | +2,574.6% | -2,469.6% | -40.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling