+1,810.8%
ETR vs WCC
+1,713.7%
+97.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.9% | -4.3% | -0.9% |
| 7D | +1.4% | +4.5% | -3.0% | +0.9% |
| 30D | +1.0% | -5.8% | +6.8% | +1.6% |
| 3M | -1.3% | -3.7% | +2.4% | -1.2% |
| 6M | +1.9% | +23.1% | -21.2% | -1.3% |
| YTD | +18.2% | +44.2% | -26.0% | +12.1% |
| 1Y | +24.7% | +62.1% | -37.4% | +16.4% |
| 3Y | +150.7% | +121.1% | +29.6% | +120.5% |
| 5Y | +127.0% | +214.0% | -86.9% | +87.3% |
| 10Y | +295.5% | +472.8% | -177.3% | +184.4% |
| All | +1,810.8% | +1,713.7% | +97.1% | +1,052.6% |
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