+3,500.2%
DRI vs NVMI
+1,995.1%
+1,505.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.2% | -1.9% |
| 7D | -1.2% | +11.7% | -12.9% | -2.0% |
| 30D | -0.4% | -4.0% | +3.7% | -0.2% |
| 3M | +9.5% | -25.8% | +35.3% | +11.3% |
| 6M | +6.5% | -8.3% | +14.8% | +6.2% |
| YTD | +18.4% | +14.8% | +3.6% | +16.1% |
| 1Y | +4.2% | +37.9% | -33.6% | +0.6% |
| 3Y | +57.1% | +216.3% | -159.2% | +40.7% |
| 5Y | +70.4% | +277.2% | -206.8% | +50.1% |
| 10Y | +354.0% | +3,074.3% | -2,720.3% | +260.1% |
| All | +3,500.2% | +1,995.1% | +1,505.2% | +2,312.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling