+290.1%
ETR vs TRU
+147.2%
+142.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.6% |
| 7D | -1.8% | -2.7% | +0.9% | -1.2% |
| 30D | -1.8% | -2.0% | +0.3% | -1.5% |
| 3M | -3.6% | +18.4% | -22.0% | -7.7% |
| 6M | +2.6% | +8.9% | -6.2% | -0.5% |
| YTD | +16.0% | -8.9% | +25.0% | +16.6% |
| 1Y | +20.1% | -15.9% | +36.0% | +22.6% |
| 3Y | +143.6% | -1.1% | +144.7% | +127.4% |
| 5Y | +124.4% | -35.2% | +159.5% | +136.5% |
| All | +290.1% | +147.2% | +142.9% | +199.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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