+4,368.6%
ETR vs WY
+676.8%
+3,691.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.4% | +2.6% | +1.5% |
| 7D | +1.4% | -2.1% | +3.5% | +1.9% |
| 30D | +1.9% | -10.5% | +12.3% | +4.4% |
| 3M | +1.0% | -4.9% | +5.9% | +1.9% |
| 6M | +4.8% | -4.9% | +9.8% | +5.7% |
| YTD | +19.5% | -1.7% | +21.2% | +19.5% |
| 1Y | +28.1% | -9.4% | +37.5% | +30.2% |
| 3Y | +151.1% | -22.3% | +173.4% | +161.9% |
| 5Y | +125.2% | -20.5% | +145.7% | +130.8% |
| 10Y | +291.1% | +4.9% | +286.2% | +259.0% |
| All | +4,368.6% | +676.8% | +3,691.8% | +2,605.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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