+25.6%
DOC vs NVMI
-44.8%
+70.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.1% | +4.8% | -0.2% |
| 7D | +6.2% | -16.2% | +22.5% | +6.3% |
| 30D | +6.5% | -28.9% | +35.4% | +7.2% |
| 3M | -6.2% | -30.3% | +24.1% | -5.5% |
| 6M | +25.6% | -45.6% | +71.2% | +26.7% |
| All | +25.6% | -44.8% | +70.4% | +26.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling