+151.1%
ETR vs A
+29.5%
+121.6%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.7% | +3.8% | +1.4% |
| 7D | +1.4% | -2.1% | +3.5% | +1.6% |
| 30D | +1.9% | +0.6% | +1.3% | +1.7% |
| 3M | +1.0% | +10.9% | -9.9% | 0.0% |
| 6M | +4.8% | +28.2% | -23.3% | +2.3% |
| YTD | +19.5% | +8.6% | +11.0% | +18.9% |
| 1Y | +28.1% | +15.5% | +12.6% | +26.4% |
| 3Y | +151.1% | +31.8% | +119.3% | +139.6% |
| All | +151.1% | +29.5% | +121.6% | +139.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 3y: compounded portfolio wealth divided by compounded A 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…
3y analysis · Full analysis span regression · 6 months rolling