+791.3%
DOV vs NVMI
+1,995.1%
-1,203.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.4% | +0.8% |
| 7D | +2.5% | +11.7% | -9.2% | +1.2% |
| 30D | -7.5% | -4.0% | -3.5% | -7.2% |
| 3M | -9.7% | -25.8% | +16.1% | -7.0% |
| 6M | -6.1% | -8.3% | +2.2% | -6.0% |
| YTD | +0.5% | +14.8% | -14.4% | -2.2% |
| 1Y | +10.5% | +37.9% | -27.3% | +4.9% |
| 3Y | +41.7% | +216.3% | -174.6% | +20.1% |
| 5Y | +18.4% | +277.2% | -258.7% | -2.5% |
| 10Y | +289.8% | +3,074.3% | -2,784.6% | +158.4% |
| All | +791.3% | +1,995.1% | -1,203.7% | +379.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling