-76.5%
DOCU vs NVMI
+266.4%
-343.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.5% | -1.8% | +2.0% |
| 7D | +6.9% | +6.6% | +0.3% | +4.8% |
| 30D | +19.0% | -7.5% | +26.5% | +21.6% |
| 3M | +34.3% | -28.5% | +62.8% | +44.7% |
| 6M | +48.0% | -15.7% | +63.8% | +44.8% |
| YTD | 0.0% | +13.3% | -13.3% | -16.1% |
| 1Y | -10.3% | +48.3% | -58.6% | -35.2% |
| 3Y | +32.4% | +191.2% | -158.9% | -47.9% |
| All | -76.5% | +266.4% | -343.0% | -91.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling