+4,316.7%
ETR vs BEN
+4,913.3%
-596.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.5% | -4.0% | -1.1% |
| 7D | +1.4% | +0.2% | +1.2% | +1.4% |
| 30D | +1.0% | -0.5% | +1.5% | +1.0% |
| 3M | -1.3% | +9.7% | -11.0% | -3.1% |
| 6M | +1.9% | +33.9% | -32.0% | -4.0% |
| YTD | +18.2% | +49.0% | -30.8% | +9.0% |
| 1Y | +24.7% | +42.1% | -17.4% | +15.8% |
| 3Y | +150.7% | +51.9% | +98.8% | +126.5% |
| 5Y | +127.0% | +39.0% | +88.0% | +105.1% |
| 10Y | +295.5% | +57.9% | +237.6% | +233.5% |
| All | +4,316.7% | +4,913.3% | -596.6% | +2,063.9% |
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