+151.1%
ETR vs GEN
+57.7%
+93.4%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.7% | +3.9% | +1.5% |
| 7D | +1.4% | -0.7% | +2.1% | +1.5% |
| 30D | +1.9% | +2.6% | -0.8% | +1.5% |
| 3M | +1.0% | +15.8% | -14.8% | -1.1% |
| 6M | +4.8% | +33.1% | -28.3% | +0.5% |
| YTD | +19.5% | +11.3% | +8.2% | +19.4% |
| 1Y | +28.1% | +1.7% | +26.4% | +31.0% |
| 3Y | +151.1% | +58.1% | +93.0% | +134.6% |
| All | +151.1% | +57.7% | +93.4% | +134.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling