+18.4%
ETR vs WCN
+14.2%
+4.2%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.4% | +1.6% | +0.4% |
| 7D | +0.4% | +2.9% | -2.5% | 0.0% |
| 30D | +7.5% | +22.1% | -14.6% | +4.3% |
| 3M | +4.4% | +13.2% | -8.7% | +2.5% |
| 6M | -1.5% | +23.7% | -25.2% | -4.9% |
| YTD | +21.8% | +8.7% | +13.0% | +19.5% |
| 1Y | +18.4% | +15.3% | +3.0% | +14.8% |
| All | +18.4% | +14.2% | +4.2% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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