+372.7%
ETR vs BB
+21.8%
+351.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | 0.0% |
| 7D | +1.2% | +1.8% | -0.7% | +1.1% |
| 30D | +7.0% | +8.1% | -1.1% | +6.6% |
| 3M | +4.6% | -1.0% | +5.6% | +4.4% |
| 6M | +0.1% | +45.9% | -45.8% | -2.0% |
| YTD | +23.2% | +134.8% | -111.6% | +18.0% |
| 1Y | +20.6% | +104.6% | -84.0% | +16.1% |
| 3Y | +156.3% | +152.8% | +3.4% | +142.0% |
| 5Y | +159.6% | -17.4% | +177.1% | +152.9% |
| All | +372.7% | +21.8% | +351.0% | +303.4% |
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