+377.8%
ETR vs EMB
+36.3%
+341.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.2% |
| 7D | +0.1% | -0.4% | +0.5% | +0.5% |
| 30D | +7.7% | +1.5% | +6.2% | +6.2% |
| 3M | +5.7% | -1.6% | +7.3% | +7.3% |
| 6M | -0.3% | -1.5% | +1.2% | +1.2% |
| YTD | +23.4% | -0.1% | +23.4% | +23.4% |
| 1Y | +18.5% | +0.5% | +18.0% | +17.9% |
| 3Y | +155.6% | +30.2% | +125.3% | +98.6% |
| 5Y | +158.7% | +8.6% | +150.1% | +144.0% |
| 10Y | +377.8% | +36.9% | +340.9% | +273.2% |
| All | +377.8% | +36.3% | +341.5% | +273.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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