+1,894.9%
ETR vs WCC
+1,591.2%
+303.7%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.3% | -3.1% | -0.1% |
| 7D | +0.1% | +3.3% | -3.2% | -0.4% |
| 30D | +7.7% | -9.4% | +17.1% | +8.6% |
| 3M | +5.7% | -10.5% | +16.2% | +6.6% |
| 6M | -0.3% | -10.4% | +10.1% | +0.2% |
| YTD | +23.4% | +34.4% | -11.1% | +17.6% |
| 1Y | +18.5% | +27.7% | -9.2% | +13.5% |
| 3Y | +155.6% | +137.9% | +17.6% | +122.2% |
| 5Y | +158.7% | +147.0% | +11.7% | +119.0% |
| 10Y | +377.8% | +442.5% | -64.7% | +245.0% |
| All | +1,894.9% | +1,591.2% | +303.7% | +1,108.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling