+70.5%
DOCN vs NVMI
+257.3%
-186.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +11.7% | -9.2% | -4.6% |
| 7D | -19.2% | +0.3% | -19.5% | -19.3% |
| 30D | -43.1% | -17.1% | -26.0% | -35.8% |
| 3M | -40.7% | -17.9% | -22.8% | -33.1% |
| 6M | -55.0% | -41.4% | -13.6% | -39.5% |
| YTD | +50.6% | -4.6% | +55.3% | +49.7% |
| 1Y | +54.0% | -0.3% | +54.2% | +48.3% |
| 3Y | +203.9% | +214.5% | -10.6% | +6.4% |
| 5Y | -29.4% | +148.5% | -177.8% | -70.7% |
| All | +70.5% | +257.3% | -186.8% | -42.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling