+151.1%
ETR vs ACI
-43.5%
+194.6%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.3% | +4.4% | +1.4% |
| 7D | +1.4% | -2.6% | +4.0% | +1.5% |
| 30D | +1.9% | +1.1% | +0.8% | +1.8% |
| 3M | +1.0% | -23.6% | +24.6% | +3.0% |
| 6M | +4.8% | -29.9% | +34.8% | +7.8% |
| YTD | +19.5% | -26.9% | +46.4% | +22.2% |
| 1Y | +28.1% | -34.2% | +62.4% | +32.6% |
| 3Y | +151.1% | -43.6% | +194.8% | +178.0% |
| All | +151.1% | -43.5% | +194.6% | +178.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling