+18.6%
DIA vs NVMI
+53.9%
-35.2%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.5% | -6.0% | -1.0% |
| 7D | -0.2% | +6.6% | -6.8% | -0.8% |
| 30D | -1.5% | -7.5% | +6.0% | -0.9% |
| 3M | +3.8% | -28.5% | +32.3% | +6.2% |
| 6M | +10.3% | -15.7% | +26.0% | +10.1% |
| YTD | +12.1% | +13.3% | -1.2% | +8.0% |
| 1Y | +18.6% | +48.3% | -29.6% | +11.9% |
| All | +18.6% | +53.9% | -35.2% | +11.9% |
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