+302.3%
ETR vs GEN
+150.6%
+151.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.2% |
| 7D | +0.4% | -2.9% | +3.3% | +0.7% |
| 30D | +2.0% | +2.1% | 0.0% | +1.7% |
| 3M | -1.7% | +19.7% | -21.4% | -4.1% |
| 6M | +3.6% | +33.3% | -29.7% | -0.8% |
| YTD | +18.0% | +11.1% | +6.9% | +15.8% |
| 1Y | +26.2% | +3.0% | +23.2% | +25.2% |
| 3Y | +148.0% | +57.9% | +90.1% | +130.9% |
| 5Y | +126.1% | +20.6% | +105.5% | +114.8% |
| 10Y | +302.3% | +153.2% | +149.0% | +249.7% |
| All | +302.3% | +150.6% | +151.7% | +249.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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