+290.1%
ETR vs NVMI
+3,158.6%
-2,868.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.5% |
| 7D | -1.8% | -0.1% | -1.7% | -1.8% |
| 30D | -1.8% | -8.4% | +6.6% | -1.1% |
| 3M | -3.6% | -33.6% | +30.0% | -0.9% |
| 6M | +2.6% | -14.7% | +17.3% | +3.0% |
| YTD | +16.0% | +13.2% | +2.8% | +13.4% |
| 1Y | +20.1% | +29.0% | -8.9% | +15.9% |
| 3Y | +143.6% | +215.0% | -71.4% | +108.4% |
| 5Y | +124.4% | +268.6% | -144.2% | +82.9% |
| All | +290.1% | +3,158.6% | -2,868.5% | +135.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling