+126.1%
ETR vs BEN
+40.0%
+86.1%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.3% | -1.0% |
| 7D | +0.4% | +3.4% | -3.0% | -0.2% |
| 30D | +2.0% | +1.8% | +0.3% | +1.7% |
| 3M | -1.7% | +8.4% | -10.1% | -3.2% |
| 6M | +3.6% | +35.6% | -32.1% | -2.4% |
| YTD | +18.0% | +46.4% | -28.3% | +9.3% |
| 1Y | +26.2% | +46.3% | -20.1% | +16.7% |
| 3Y | +148.0% | +54.6% | +93.4% | +122.9% |
| 5Y | +126.1% | +39.4% | +86.7% | +98.4% |
| All | +126.1% | +40.0% | +86.1% | +98.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling