-8.2%
DHR vs NVMI
+207.9%
-216.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.3% |
| 7D | -3.6% | -0.1% | -3.5% | -3.6% |
| 30D | -2.7% | -8.4% | +5.7% | -2.0% |
| 3M | +10.9% | -33.6% | +44.5% | +14.8% |
| 6M | +3.0% | -14.7% | +17.7% | +2.5% |
| YTD | -12.2% | +13.2% | -25.4% | -16.3% |
| 1Y | +3.3% | +29.0% | -25.7% | -3.7% |
| 3Y | -8.2% | +215.0% | -223.2% | -29.8% |
| All | -8.2% | +207.9% | -216.1% | -29.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling