+157.3%
ETR vs BUD
+51.3%
+106.0%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.3% |
| 7D | +2.6% | +6.0% | -3.5% | +1.4% |
| 30D | +8.7% | +11.3% | -2.6% | +6.4% |
| 3M | +6.4% | +3.6% | +2.8% | +5.5% |
| 6M | +0.7% | +7.7% | -7.0% | -1.0% |
| YTD | +23.0% | +36.4% | -13.3% | +15.2% |
| 1Y | +17.9% | +37.8% | -19.9% | +10.0% |
| 3Y | +154.9% | +51.2% | +103.7% | +129.8% |
| 5Y | +157.3% | +53.4% | +103.9% | +124.6% |
| All | +157.3% | +51.3% | +106.0% | +124.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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