+3,797.9%
DRI vs NVMI
+1,709.4%
+2,088.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | -0.3% |
| 7D | +4.2% | +7.6% | -3.4% | +3.6% |
| 30D | +15.7% | -7.7% | +23.4% | +16.1% |
| 3M | +5.8% | -15.4% | +21.1% | +6.6% |
| 6M | +18.4% | -37.5% | +55.9% | +21.2% |
| YTD | +28.2% | -0.8% | +29.0% | +26.7% |
| 1Y | +35.9% | +2.4% | +33.5% | +33.9% |
| 3Y | +67.7% | +191.5% | -123.7% | +50.8% |
| 5Y | +77.9% | +156.3% | -78.5% | +60.2% |
| 10Y | +338.7% | +2,539.4% | -2,200.7% | +251.0% |
| All | +3,797.9% | +1,709.4% | +2,088.4% | +2,531.3% |
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 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