+30.9%
DOCU vs NVMI
+193.5%
-162.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.5% | -1.8% | +3.1% |
| 7D | +6.9% | +6.6% | +0.3% | +6.1% |
| 30D | +19.0% | -7.5% | +26.5% | +19.9% |
| 3M | +34.3% | -28.5% | +62.8% | +38.4% |
| 6M | +48.0% | -15.7% | +63.8% | +45.8% |
| YTD | 0.0% | +13.3% | -13.3% | -9.1% |
| 1Y | -10.3% | +48.3% | -58.6% | -24.7% |
| All | +30.9% | +193.5% | -162.6% | -15.8% |
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 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