+26.5%
DOCS vs NVMI
-41.5%
+68.0%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +11.7% | -13.7% | +0.9% |
| 7D | -0.8% | +0.3% | -1.1% | -0.6% |
| 30D | +17.4% | -17.1% | +34.5% | +11.6% |
| 3M | +57.4% | -17.9% | +75.2% | +49.6% |
| 6M | +26.5% | -41.4% | +68.0% | +9.3% |
| All | +26.5% | -41.5% | +68.0% | +9.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling