+4,521.4%
DELL vs NVMI
+3,069.1%
+1,452.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.1% | -3.3% | -4.5% |
| 7D | -1.9% | +3.8% | -5.7% | -3.4% |
| 30D | +14.9% | -7.6% | +22.4% | +18.9% |
| 3M | +37.2% | -28.0% | +65.2% | +56.1% |
| 6M | +254.0% | -15.3% | +269.3% | +271.7% |
| YTD | +306.1% | +11.5% | +294.7% | +275.3% |
| 1Y | +312.3% | +31.6% | +280.7% | +252.5% |
| 3Y | +654.0% | +207.0% | +447.1% | +342.1% |
| 5Y | +1,055.3% | +262.8% | +792.5% | +509.5% |
| 10Y | +3,948.9% | +3,074.6% | +874.3% | +1,132.3% |
| All | +4,521.4% | +3,069.1% | +1,452.3% | +1,306.9% |
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