+154.5%
ETR vs DAR
+21.9%
+132.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.7% | -3.5% | +0.7% |
| 7D | +1.7% | -2.8% | +4.5% | +2.0% |
| 30D | +8.7% | -12.8% | +21.6% | +9.9% |
| 3M | +4.9% | -11.6% | +16.5% | +5.8% |
| 6M | +0.8% | -16.8% | +17.6% | +2.2% |
| YTD | +23.1% | +45.9% | -22.8% | +18.4% |
| 1Y | +17.9% | +61.5% | -43.6% | +12.2% |
| 3Y | +154.5% | +23.0% | +131.6% | +147.6% |
| All | +154.5% | +21.9% | +132.6% | +147.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling