+11,024.8%
JPM vs ETR
+4,465.2%
+6,559.6%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.2% | -2.6% | -1.9% |
| 7D | -0.4% | +1.4% | -1.8% | -1.0% |
| 30D | -1.1% | +1.9% | -3.0% | -1.9% |
| 3M | +14.1% | +1.0% | +13.2% | +13.6% |
| 6M | +23.3% | +4.8% | +18.5% | +20.3% |
| YTD | +11.3% | +19.5% | -8.3% | +2.8% |
| 1Y | +23.0% | +28.1% | -5.1% | +10.4% |
| 3Y | +162.6% | +151.1% | +11.4% | +77.0% |
| 5Y | +152.8% | +125.2% | +27.6% | +75.1% |
| 10Y | +583.6% | +291.1% | +292.5% | +273.8% |
| All | +11,024.8% | +4,465.2% | +6,559.6% | +2,060.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded ETR 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling