+46.1%
DE vs NVMI
-11.6%
+57.7%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.0% | +1.8% |
| 7D | +5.6% | -11.8% | +17.4% | +6.7% |
| 30D | -0.8% | -24.8% | +24.0% | +1.6% |
| 3M | +9.8% | -28.6% | +38.4% | +13.0% |
| 6M | +17.5% | -40.0% | +57.6% | +22.5% |
| YTD | +46.5% | -10.1% | +56.5% | +52.6% |
| 1Y | +46.1% | -9.8% | +55.9% | +52.2% |
| All | +46.1% | -11.6% | +57.7% | +52.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling