+60.6%
DVA vs NVMI
-11.6%
+72.2%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -2.4% | +8.2% | +5.6% |
| 7D | +4.7% | -11.8% | +16.5% | +4.1% |
| 30D | +7.8% | -24.8% | +32.6% | +6.4% |
| 3M | -15.5% | -28.6% | +13.1% | -16.6% |
| 6M | +25.0% | -40.0% | +65.0% | +23.1% |
| YTD | +69.6% | -10.1% | +79.6% | +71.0% |
| 1Y | +60.6% | -9.8% | +70.3% | +62.4% |
| All | +60.6% | -11.6% | +72.2% | +62.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling