-4.4%
DOC vs NVMI
+3,058.7%
-3,063.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.5% | -7.3% | -2.5% |
| 7D | -1.5% | +6.6% | -8.1% | -2.4% |
| 30D | -4.8% | -7.5% | +2.8% | -3.9% |
| 3M | +6.9% | -28.5% | +35.4% | +10.7% |
| 6M | +20.7% | -15.7% | +36.5% | +21.5% |
| YTD | +34.1% | +13.3% | +20.8% | +28.6% |
| 1Y | +22.6% | +48.3% | -25.6% | +12.3% |
| 3Y | +20.8% | +191.2% | -170.4% | -6.5% |
| 5Y | -24.9% | +268.7% | -293.5% | -46.3% |
| All | -4.4% | +3,058.7% | -3,063.1% | -55.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling