+22.3%
DOC vs NVMI
+193.5%
-171.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.5% | -7.3% | -2.1% |
| 7D | -1.5% | +6.6% | -8.1% | -1.9% |
| 30D | -4.8% | -7.5% | +2.8% | -4.4% |
| 3M | +6.9% | -28.5% | +35.4% | +8.6% |
| 6M | +20.7% | -15.7% | +36.5% | +21.0% |
| YTD | +34.1% | +13.3% | +20.8% | +31.6% |
| 1Y | +22.6% | +48.3% | -25.6% | +18.0% |
| All | +22.3% | +193.5% | -171.2% | +4.4% |
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