+46.0%
DGX vs NVMI
-11.6%
+57.6%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.4% | +5.9% | +3.4% |
| 7D | +4.1% | -11.8% | +15.9% | +3.5% |
| 30D | +10.5% | -24.8% | +35.3% | +9.1% |
| 3M | +9.8% | -28.6% | +38.4% | +8.2% |
| 6M | +34.6% | -40.0% | +74.6% | +31.6% |
| YTD | +49.8% | -10.1% | +59.9% | +45.4% |
| 1Y | +46.0% | -9.8% | +55.8% | +41.9% |
| All | +46.0% | -11.6% | +57.6% | +41.9% |
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 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