+291.6%
ETR vs DAR
+375.1%
-83.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.3% | -1.0% |
| 7D | -1.9% | +0.9% | -2.8% | -2.1% |
| 30D | -0.2% | +6.4% | -6.6% | -1.4% |
| 3M | -3.7% | +13.2% | -17.0% | -6.1% |
| 6M | +2.1% | +26.2% | -24.1% | -2.6% |
| YTD | +16.5% | +84.4% | -67.9% | +3.7% |
| 1Y | +22.5% | +112.0% | -89.5% | +5.8% |
| 3Y | +144.7% | +13.4% | +131.3% | +132.1% |
| 5Y | +125.2% | -6.0% | +131.2% | +114.7% |
| All | +291.6% | +375.1% | -83.5% | +137.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling