+242.5%
ET vs NVMI
+261.9%
-19.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.4% | -1.0% |
| 7D | +0.2% | -0.1% | +0.3% | +0.2% |
| 30D | +2.9% | -8.4% | +11.3% | +3.7% |
| 3M | +16.8% | -33.6% | +50.4% | +21.5% |
| 6M | +18.9% | -14.7% | +33.5% | +18.6% |
| YTD | +37.7% | +13.2% | +24.5% | +31.1% |
| 1Y | +32.4% | +29.0% | +3.4% | +22.9% |
| 3Y | +99.5% | +215.0% | -115.5% | +54.1% |
| All | +242.5% | +261.9% | -19.4% | +158.5% |
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