-4.5%
DASH vs NVMI
+371.1%
-375.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.4% | -5.7% | -1.7% |
| 7D | -4.8% | +9.6% | -14.4% | -8.4% |
| 30D | -7.9% | -5.6% | -2.3% | -6.6% |
| 3M | -16.3% | -15.2% | -1.1% | -12.5% |
| 6M | +10.4% | -36.1% | +46.4% | +23.4% |
| YTD | -20.1% | +1.5% | -21.6% | -31.3% |
| 1Y | -11.4% | +8.3% | -19.8% | -26.9% |
| 3Y | +114.1% | +212.6% | -98.5% | -27.0% |
| 5Y | -5.8% | +158.4% | -164.2% | -64.9% |
| All | -4.5% | +371.1% | -375.6% | -75.8% |
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