+122.2%
ETR vs UUUU
+88.5%
+33.7%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.3% | +5.0% | -1.2% |
| 7D | -1.9% | -5.0% | +3.1% | -1.8% |
| 30D | -0.2% | -7.8% | +7.6% | 0.0% |
| 3M | -3.7% | -0.4% | -3.3% | -3.9% |
| 6M | +2.1% | -32.9% | +35.0% | +2.9% |
| YTD | +16.5% | -6.3% | +22.7% | +15.3% |
| 1Y | +22.5% | +7.9% | +14.6% | +20.0% |
| 3Y | +144.7% | +85.2% | +59.5% | +130.0% |
| All | +122.2% | +88.5% | +33.7% | +104.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 5y: compounded portfolio wealth divided by compounded UUUU 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…
5y analysis · Full analysis span regression · 6 months rolling