+4,368.6%
ETR vs RJF
+49,360.8%
-44,992.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.2% | +1.3% |
| 7D | +1.4% | +1.8% | -0.3% | +1.1% |
| 30D | +1.9% | 0.0% | +1.9% | +1.8% |
| 3M | +1.0% | +18.0% | -17.0% | -1.6% |
| 6M | +4.8% | +17.0% | -12.1% | +2.2% |
| YTD | +19.5% | +11.1% | +8.4% | +17.2% |
| 1Y | +28.1% | +8.0% | +20.1% | +26.0% |
| 3Y | +151.1% | +73.3% | +77.9% | +128.9% |
| 5Y | +125.2% | +107.4% | +17.7% | +97.8% |
| 10Y | +291.1% | +428.5% | -137.4% | +195.5% |
| All | +4,368.6% | +49,360.8% | -44,992.2% | +2,103.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded RJF 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling