-47.3%
DOCS vs NVMI
-11.6%
-35.7%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.4% | +8.8% | +6.0% |
| 7D | +1.2% | -11.8% | +13.0% | -0.7% |
| 30D | +21.3% | -24.8% | +46.1% | +16.0% |
| 3M | +58.4% | -28.6% | +87.0% | +50.1% |
| 6M | +39.3% | -40.0% | +79.3% | +28.6% |
| YTD | -21.7% | -10.1% | -11.6% | -33.1% |
| 1Y | -47.3% | -9.8% | -37.6% | -55.2% |
| All | -47.3% | -11.6% | -35.7% | -55.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling