+31.0%
DRI vs NVMI
-14.5%
+45.5%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.1% | +4.3% | -0.8% |
| 7D | +3.7% | -16.2% | +19.9% | +3.8% |
| 30D | +13.5% | -28.9% | +42.4% | +13.9% |
| 3M | +10.4% | -30.3% | +40.7% | +11.0% |
| 6M | +19.5% | -45.6% | +65.1% | +21.1% |
| YTD | +28.2% | -14.6% | +42.9% | +21.7% |
| 1Y | +31.0% | -18.1% | +49.1% | +24.8% |
| All | +31.0% | -14.5% | +45.5% | +24.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling