-9.7%
DAR vs NVMI
+256.3%
-266.0%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.1% | +0.4% | -1.3% |
| 7D | +0.9% | +3.8% | -2.8% | +0.2% |
| 30D | +6.4% | -7.6% | +14.0% | +7.8% |
| 3M | +13.2% | -28.0% | +41.2% | +18.7% |
| 6M | +26.2% | -15.3% | +41.5% | +26.3% |
| YTD | +84.4% | +11.5% | +72.9% | +72.4% |
| 1Y | +112.0% | +31.6% | +80.5% | +89.6% |
| 3Y | +13.4% | +207.0% | -193.6% | -25.6% |
| All | -9.7% | +256.3% | -266.0% | -47.6% |
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