+182.4%
ETN vs KEY
+41.1%
+141.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.8% | +4.5% | +3.3% |
| 7D | +8.0% | +2.7% | +5.3% | +7.1% |
| 30D | -5.9% | -3.2% | -2.7% | -4.9% |
| 3M | +5.0% | +1.0% | +4.0% | +4.6% |
| 6M | +22.4% | +11.9% | +10.5% | +18.1% |
| YTD | +33.6% | +8.7% | +24.9% | +29.9% |
| 1Y | +22.1% | +18.5% | +3.7% | +15.3% |
| 3Y | +85.6% | +124.0% | -38.4% | +44.3% |
| All | +182.4% | +41.1% | +141.3% | +155.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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