-27.4%
DOCN vs NVMI
+148.5%
-175.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -3.8% | +7.2% | +5.7% |
| 7D | +27.4% | +16.9% | +10.5% | +15.5% |
| 30D | -29.7% | -4.3% | -25.5% | -27.2% |
| 3M | -32.5% | -19.3% | -13.2% | -23.0% |
| 6M | -42.2% | -33.6% | -8.6% | -28.0% |
| YTD | +87.2% | -0.2% | +87.4% | +81.1% |
| 1Y | +86.2% | +5.1% | +81.2% | +74.1% |
| 3Y | +257.4% | +193.2% | +64.2% | +30.8% |
| 5Y | -27.4% | +148.6% | -176.0% | -71.8% |
| All | -27.4% | +148.5% | -175.9% | -71.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling