-7.0%
DASH vs NVMI
+145.1%
-152.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +11.7% | -11.9% | -4.6% |
| 7D | +0.4% | +0.3% | +0.1% | -0.1% |
| 30D | -6.0% | -17.1% | +11.0% | +0.1% |
| 3M | -15.8% | -17.9% | +2.1% | -10.9% |
| 6M | +7.0% | -41.4% | +48.4% | +23.5% |
| YTD | -20.7% | -4.6% | -16.0% | -30.5% |
| 1Y | -8.5% | -0.3% | -8.3% | -22.3% |
| 3Y | +101.8% | +214.5% | -112.7% | -40.6% |
| All | -7.0% | +145.1% | -152.1% | -68.1% |
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