+8.9%
DOCS vs NVMI
+193.5%
-184.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +5.5% | -8.3% | -3.4% |
| 7D | -1.4% | +6.6% | -8.0% | -2.2% |
| 30D | +21.8% | -7.5% | +29.3% | +22.9% |
| 3M | +27.3% | -28.5% | +55.8% | +31.0% |
| 6M | -0.3% | -15.7% | +15.4% | -2.9% |
| YTD | -40.5% | +13.3% | -53.8% | -47.0% |
| 1Y | -61.5% | +48.3% | -109.8% | -68.4% |
| All | +8.9% | +193.5% | -184.5% | -34.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling