+7.4%
DASH vs NVMI
+266.4%
-259.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +5.5% | -10.1% | -6.8% |
| 7D | -10.6% | +6.6% | -17.2% | -12.9% |
| 30D | +2.2% | -7.5% | +9.7% | +4.5% |
| 3M | +32.3% | -28.5% | +60.8% | +45.5% |
| 6M | +19.1% | -15.7% | +34.9% | +17.5% |
| YTD | -6.5% | +13.3% | -19.8% | -21.9% |
| 1Y | -14.9% | +48.3% | -63.2% | -38.6% |
| 3Y | +151.9% | +191.2% | -39.3% | -7.1% |
| All | +7.4% | +266.4% | -259.0% | -63.9% |
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