+335.7%
ETR vs ACWI
+330.0%
+5.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.3% | +0.3% |
| 7D | +0.4% | -2.4% | +2.8% | +1.9% |
| 30D | +7.5% | -5.2% | +12.7% | +11.0% |
| 3M | +4.4% | -4.8% | +9.3% | +7.5% |
| 6M | -1.5% | -1.3% | -0.2% | -1.2% |
| YTD | +21.8% | +8.4% | +13.4% | +15.0% |
| 1Y | +18.4% | +11.0% | +7.4% | +10.1% |
| 3Y | +148.5% | +70.6% | +78.0% | +74.3% |
| 5Y | +152.6% | +55.3% | +97.3% | +85.8% |
| 10Y | +354.5% | +223.2% | +131.3% | +108.6% |
| All | +335.7% | +330.0% | +5.8% | +58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 all: compounded portfolio wealth divided by compounded ACWI 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…
all analysis · Full analysis span regression · 6 months rolling