+19.2%
ETR vs WCC
+24.5%
-5.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -9.9% | +12.7% | +3.5% |
| 7D | +3.7% | -8.8% | +12.5% | +4.3% |
| 30D | +11.0% | -16.0% | +27.0% | +12.5% |
| 3M | +3.4% | -15.2% | +18.6% | +4.7% |
| 6M | -3.3% | -8.4% | +5.1% | -3.0% |
| YTD | +23.3% | +30.1% | -6.8% | +17.5% |
| 1Y | +19.2% | +26.4% | -7.3% | +13.9% |
| All | +19.2% | +24.5% | -5.3% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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