+290.1%
ETR vs INDA
+84.7%
+205.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.3% | -0.8% |
| 7D | -1.8% | -2.7% | +0.9% | -0.7% |
| 30D | -1.8% | -2.8% | +1.0% | -0.7% |
| 3M | -3.6% | +1.6% | -5.2% | -4.4% |
| 6M | +2.6% | -1.4% | +4.0% | +2.8% |
| YTD | +16.0% | -10.1% | +26.2% | +20.7% |
| 1Y | +20.1% | -8.8% | +28.9% | +24.1% |
| 3Y | +143.6% | +7.6% | +136.0% | +131.5% |
| 5Y | +124.4% | +5.8% | +118.6% | +112.9% |
| All | +290.1% | +84.7% | +205.4% | +166.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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