+290.1%
ETR vs BBWI
-55.0%
+345.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.4% | -6.8% | -1.0% |
| 7D | -1.8% | -4.8% | +3.0% | -1.4% |
| 30D | -1.8% | +3.5% | -5.2% | -2.2% |
| 3M | -3.6% | -0.3% | -3.3% | -3.9% |
| 6M | +2.6% | -5.4% | +8.0% | +2.3% |
| YTD | +16.0% | -4.7% | +20.7% | +15.3% |
| 1Y | +20.1% | -30.5% | +50.6% | +22.4% |
| 3Y | +143.6% | -44.3% | +187.9% | +148.5% |
| 5Y | +124.4% | -66.9% | +191.2% | +136.0% |
| All | +290.1% | -55.0% | +345.0% | +241.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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