+1,145.9%
DELL vs NVMI
+261.9%
+884.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.6% | +10.4% | +11.3% |
| 7D | +8.2% | -0.1% | +8.3% | +8.4% |
| 30D | +17.1% | -8.4% | +25.5% | +22.0% |
| 3M | +45.2% | -33.6% | +78.7% | +72.5% |
| 6M | +286.8% | -14.7% | +301.4% | +305.1% |
| YTD | +354.8% | +13.2% | +341.6% | +312.3% |
| 1Y | +358.3% | +29.0% | +329.2% | +287.4% |
| 3Y | +724.9% | +215.0% | +509.9% | +349.1% |
| All | +1,145.9% | +261.9% | +884.0% | +527.8% |
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 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