+19.2%
ETR vs WPM
+38.8%
-19.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +12.0% | -9.3% | +1.9% |
| 7D | +3.7% | +3.9% | -0.2% | +3.4% |
| 30D | +11.0% | -3.5% | +14.5% | +11.1% |
| 3M | +3.4% | +14.1% | -10.7% | +2.1% |
| 6M | -3.3% | +6.2% | -9.5% | -4.1% |
| YTD | +23.3% | +12.4% | +10.9% | +19.4% |
| 1Y | +19.2% | +40.0% | -20.8% | +8.9% |
| All | +19.2% | +38.8% | -19.6% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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