+3,799.2%
DRI vs NVMI
+1,665.9%
+2,133.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.0% | +3.4% | +0.6% |
| 7D | +1.1% | +1.5% | -0.4% | +0.9% |
| 30D | +9.7% | -4.1% | +13.8% | +9.8% |
| 3M | +3.2% | -22.8% | +25.9% | +4.7% |
| 6M | +20.6% | -36.9% | +57.5% | +23.3% |
| YTD | +28.3% | -3.2% | +31.5% | +26.9% |
| 1Y | +34.5% | +7.1% | +27.5% | +32.1% |
| 3Y | +66.5% | +181.5% | -115.0% | +50.1% |
| 5Y | +79.6% | +141.2% | -61.6% | +62.4% |
| 10Y | +333.8% | +2,463.4% | -2,129.6% | +247.7% |
| All | +3,799.2% | +1,665.9% | +2,133.4% | +2,536.2% |
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