+19.2%
ETR vs SPXU
-30.4%
+49.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -4.9% | +7.6% | +2.4% |
| 7D | +3.7% | +2.2% | +1.6% | +3.8% |
| 30D | +11.0% | +3.8% | +7.2% | +11.2% |
| 3M | +3.4% | +3.3% | +0.1% | +3.6% |
| 6M | -3.3% | -16.7% | +13.4% | -4.4% |
| YTD | +23.3% | -28.6% | +51.9% | +21.5% |
| 1Y | +19.2% | -30.6% | +49.7% | +17.1% |
| All | +19.2% | -30.4% | +49.5% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 1y: compounded portfolio wealth divided by compounded SPXU 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…
1y analysis · Full analysis span regression · 6 months rolling