+143.3%
DELL vs NVMI
-11.6%
+154.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -2.4% | -6.4% | -7.7% |
| 7D | -24.6% | -11.8% | -12.8% | -19.7% |
| 30D | -32.5% | -24.8% | -7.7% | -23.0% |
| 3M | -20.2% | -28.6% | +8.4% | -7.4% |
| 6M | +76.5% | -40.0% | +116.5% | +113.3% |
| YTD | +198.9% | -10.1% | +209.0% | +218.0% |
| 1Y | +143.3% | -9.8% | +153.1% | +158.7% |
| All | +143.3% | -11.6% | +154.9% | +158.7% |
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