+3,567.2%
DRI vs NVMI
+1,967.2%
+1,600.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.5% | -6.0% | -0.9% |
| 7D | +0.6% | +6.6% | -6.0% | +0.1% |
| 30D | +3.8% | -7.5% | +11.4% | +4.3% |
| 3M | +13.0% | -28.5% | +41.5% | +15.1% |
| 6M | +8.3% | -15.7% | +24.1% | +8.7% |
| YTD | +20.6% | +13.3% | +7.3% | +18.4% |
| 1Y | +6.5% | +48.3% | -41.8% | +2.3% |
| 3Y | +53.7% | +191.2% | -137.5% | +38.5% |
| 5Y | +72.7% | +268.7% | -196.0% | +52.3% |
| 10Y | +363.2% | +3,034.8% | -2,671.6% | +267.6% |
| All | +3,567.2% | +1,967.2% | +1,600.0% | +2,359.4% |
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