+4,509.4%
ETR vs BEN
+5,129.3%
-619.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.2% |
| 7D | +1.5% | +11.3% | -9.8% | -0.6% |
| 30D | +6.6% | +15.0% | -8.4% | +3.8% |
| 3M | +4.4% | +7.8% | -3.4% | +2.8% |
| 6M | -0.3% | +15.5% | -15.8% | -3.2% |
| YTD | +23.3% | +55.4% | -32.1% | +12.7% |
| 1Y | +18.9% | +63.3% | -44.4% | +7.6% |
| 3Y | +155.5% | +83.4% | +72.0% | +122.7% |
| 5Y | +159.9% | +28.1% | +131.8% | +139.0% |
| 10Y | +377.6% | +59.1% | +318.5% | +302.6% |
| All | +4,509.4% | +5,129.3% | -619.8% | +2,138.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling