+151.1%
ETR vs BN
+79.0%
+72.1%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.6% | +3.8% | +1.7% |
| 7D | +1.4% | -1.2% | +2.6% | +1.6% |
| 30D | +1.9% | -10.9% | +12.8% | +4.2% |
| 3M | +1.0% | -11.1% | +12.1% | +3.3% |
| 6M | +4.8% | -4.4% | +9.2% | +5.3% |
| YTD | +19.5% | -14.1% | +33.7% | +22.6% |
| 1Y | +28.1% | -11.1% | +39.2% | +30.0% |
| 3Y | +151.1% | +75.6% | +75.6% | +111.2% |
| All | +151.1% | +79.0% | +72.1% | +111.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 3y: compounded portfolio wealth divided by compounded BN 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…
3y analysis · Full analysis span regression · 6 months rolling