+187.5%
ETR vs ACI
+17.4%
+170.2%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | -0.1% | -1.2% |
| 7D | -1.9% | -7.1% | +5.2% | -1.2% |
| 30D | -0.2% | -4.5% | +4.3% | +0.2% |
| 3M | -3.7% | -22.3% | +18.5% | -1.6% |
| 6M | +2.1% | -28.4% | +30.5% | +5.2% |
| YTD | +16.5% | -29.5% | +46.0% | +20.0% |
| 1Y | +22.5% | -34.2% | +56.8% | +27.2% |
| 3Y | +144.7% | -45.7% | +190.3% | +158.9% |
| 5Y | +125.2% | -40.8% | +166.0% | +134.0% |
| All | +187.5% | +17.4% | +170.2% | +184.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ACI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling