+164.6%
DOCN vs NVMI
+324.6%
-159.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.5% | -2.7% | -0.5% |
| 7D | +1.1% | +6.6% | -5.5% | -2.8% |
| 30D | -9.6% | -7.5% | -2.1% | -5.5% |
| 3M | -37.7% | -28.5% | -9.2% | -24.9% |
| 6M | +115.2% | -15.7% | +131.0% | +132.7% |
| YTD | +133.7% | +13.3% | +120.4% | +108.9% |
| 1Y | +250.2% | +48.3% | +201.9% | +164.8% |
| 3Y | +320.3% | +191.2% | +129.0% | +61.8% |
| 5Y | +53.1% | +268.7% | -215.6% | -48.9% |
| All | +164.6% | +324.6% | -159.9% | -20.2% |
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