+372.7%
ETR vs BEN
+58.7%
+314.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.6% | -0.2% |
| 7D | +1.2% | +6.8% | -5.6% | -0.4% |
| 30D | +7.0% | +18.0% | -11.0% | +2.8% |
| 3M | +4.6% | +7.5% | -2.9% | +2.6% |
| 6M | +0.1% | +14.7% | -14.6% | -3.5% |
| YTD | +23.2% | +56.1% | -32.9% | +9.5% |
| 1Y | +20.6% | +69.6% | -49.0% | +5.0% |
| 3Y | +156.3% | +87.7% | +68.6% | +112.0% |
| 5Y | +159.6% | +28.6% | +131.0% | +132.5% |
| All | +372.7% | +58.7% | +314.0% | +226.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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