+19.8%
DAL vs NVMI
-41.5%
+61.3%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +11.7% | -9.6% | 0.0% |
| 7D | +8.8% | +0.3% | +8.5% | +8.6% |
| 30D | +5.4% | -17.1% | +22.5% | +8.7% |
| 3M | -4.9% | -17.9% | +12.9% | -2.0% |
| 6M | +19.8% | -41.4% | +61.3% | +28.7% |
| All | +19.8% | -41.5% | +61.3% | +28.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling