+351.3%
DAL vs NVMI
+13,630.6%
-13,279.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +5.5% | -3.7% | +0.7% |
| 7D | +0.1% | +6.6% | -6.5% | -1.2% |
| 30D | -13.9% | -7.5% | -6.4% | -12.7% |
| 3M | +1.1% | -28.5% | +29.6% | +6.9% |
| 6M | +26.2% | -15.7% | +42.0% | +28.6% |
| YTD | +16.4% | +13.3% | +3.1% | +11.4% |
| 1Y | +33.9% | +48.3% | -14.4% | +21.0% |
| 3Y | +93.4% | +191.2% | -97.9% | +48.4% |
| 5Y | +106.4% | +268.7% | -162.3% | +49.5% |
| 10Y | +143.0% | +3,034.8% | -2,891.8% | +21.6% |
| All | +351.3% | +13,630.6% | -13,279.3% | +51.8% |
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 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