+3,617.4%
DLR vs NVMI
+9,447.1%
-5,829.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.8% | +0.4% |
| 7D | +3.4% | +11.7% | -8.3% | +2.0% |
| 30D | -2.2% | -4.0% | +1.8% | -1.8% |
| 3M | +4.7% | -25.8% | +30.5% | +7.7% |
| 6M | +9.0% | -8.3% | +17.3% | +8.9% |
| YTD | +24.1% | +14.8% | +9.3% | +20.4% |
| 1Y | +20.9% | +37.9% | -16.9% | +14.4% |
| 3Y | +60.0% | +216.3% | -156.2% | +34.7% |
| 5Y | +35.3% | +277.2% | -241.9% | +10.4% |
| 10Y | +165.8% | +3,074.3% | -2,908.6% | +70.8% |
| All | +3,617.4% | +9,447.1% | -5,829.7% | +1,619.1% |
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