+296.9%
ETR vs BB
+2.6%
+294.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.3% | -1.2% |
| 7D | +0.4% | +1.8% | -1.4% | +0.3% |
| 30D | +2.0% | -12.2% | +14.3% | +2.5% |
| 3M | -1.7% | -12.3% | +10.6% | -1.5% |
| 6M | +3.6% | +122.7% | -119.1% | -0.5% |
| YTD | +18.0% | +104.5% | -86.4% | +13.8% |
| 1Y | +26.2% | +106.7% | -80.4% | +21.5% |
| 3Y | +148.0% | +70.0% | +78.0% | +137.8% |
| 5Y | +126.1% | -27.8% | +153.8% | +121.3% |
| All | +296.9% | +2.6% | +294.3% | +233.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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