+705.0%
ETN vs WM
+303.2%
+401.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.3% |
| 7D | +6.2% | -1.2% | +7.4% | +6.9% |
| 30D | -6.7% | -4.5% | -2.2% | -4.5% |
| 3M | +3.6% | -2.2% | +5.8% | +3.3% |
| 6M | +18.3% | -11.5% | +29.8% | +24.3% |
| YTD | +31.5% | -0.7% | +32.1% | +28.4% |
| 1Y | +20.6% | +0.3% | +20.2% | +16.2% |
| 3Y | +82.5% | +44.2% | +38.3% | +32.1% |
| 5Y | +177.8% | +51.6% | +126.2% | +89.8% |
| 10Y | +705.0% | +310.4% | +394.6% | +157.6% |
| All | +705.0% | +303.2% | +401.8% | +157.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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