+44.3%
DOC vs NVMI
+193.8%
-149.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.4% | +5.5% | +3.2% |
| 7D | +8.7% | -11.8% | +20.5% | +9.4% |
| 30D | +7.6% | -24.8% | +32.5% | +9.2% |
| 3M | -5.3% | -28.6% | +23.3% | -3.7% |
| 6M | +27.6% | -40.0% | +67.6% | +30.2% |
| YTD | +32.4% | -10.1% | +42.5% | +31.6% |
| 1Y | +22.9% | -9.8% | +32.6% | +21.9% |
| All | +44.3% | +193.8% | -149.5% | +27.3% |
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