+392.2%
DAL vs NVMI
+11,456.5%
-11,064.2%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +11.7% | -9.6% | -0.2% |
| 7D | +8.8% | +0.3% | +8.5% | +8.6% |
| 30D | +5.4% | -17.1% | +22.5% | +9.1% |
| 3M | -4.9% | -17.9% | +12.9% | -1.7% |
| 6M | +19.8% | -41.4% | +61.3% | +30.8% |
| YTD | +27.0% | -4.6% | +31.6% | +25.2% |
| 1Y | +52.5% | -0.3% | +52.7% | +48.8% |
| 3Y | +173.8% | +214.5% | -40.6% | +106.7% |
| 5Y | +104.5% | +148.5% | -43.9% | +59.1% |
| 10Y | +129.7% | +2,435.9% | -2,306.1% | +19.2% |
| All | +392.2% | +11,456.5% | -11,064.2% | +70.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling