+146.1%
ETR vs NVD
-99.1%
+245.2%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.5% | -5.8% | -1.4% |
| 7D | -1.9% | +9.0% | -10.9% | -1.9% |
| 30D | -0.2% | -5.5% | +5.3% | -0.2% |
| 3M | -3.7% | -24.6% | +20.9% | -3.6% |
| 6M | +2.1% | -42.1% | +44.1% | +2.3% |
| YTD | +16.5% | -44.3% | +60.8% | +16.6% |
| 1Y | +22.5% | -54.2% | +76.7% | +22.8% |
| 3Y | +144.7% | -99.1% | +243.8% | +148.2% |
| All | +146.1% | -99.1% | +245.2% | +149.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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