+531.4%
ETN vs WM
+329.9%
+201.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.3% |
| 7D | -9.3% | +1.2% | -10.4% | -10.0% |
| 30D | -17.3% | +13.7% | -31.0% | -23.1% |
| 3M | -20.1% | +5.2% | -25.4% | -23.0% |
| 6M | -11.3% | +11.2% | -22.5% | -18.3% |
| YTD | +12.5% | +9.4% | +3.1% | +3.6% |
| 1Y | -5.6% | +20.4% | -26.0% | -18.2% |
| 3Y | +65.6% | +44.7% | +20.9% | +21.9% |
| 5Y | +122.4% | +58.5% | +63.9% | +50.3% |
| 10Y | +531.4% | +326.4% | +205.1% | +160.5% |
| All | +531.4% | +329.9% | +201.6% | +160.5% |
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