+79.0%
DRI vs NVMI
+148.5%
-69.5%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.8% | +3.4% | 0.0% |
| 7D | -0.3% | +16.9% | -17.2% | -2.2% |
| 30D | +10.8% | -4.3% | +15.1% | +11.2% |
| 3M | +0.9% | -19.3% | +20.2% | +3.1% |
| 6M | +16.3% | -33.6% | +49.9% | +20.4% |
| YTD | +27.8% | -0.2% | +28.0% | +23.0% |
| 1Y | +33.9% | +5.1% | +28.8% | +27.5% |
| 3Y | +67.2% | +193.2% | -126.0% | +16.2% |
| 5Y | +79.0% | +148.6% | -69.6% | +23.5% |
| All | +79.0% | +148.5% | -69.5% | +23.5% |
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