+504.6%
NOW vs ETR
+356.9%
+147.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.5% |
| 7D | -3.1% | +1.7% | -4.8% | -3.4% |
| 30D | -27.0% | +8.7% | -35.8% | -28.6% |
| 3M | -17.7% | +4.9% | -22.6% | -18.9% |
| 6M | +12.7% | +0.8% | +11.9% | +11.6% |
| YTD | -32.9% | +23.1% | -56.1% | -38.0% |
| 1Y | -40.4% | +17.9% | -58.3% | -44.2% |
| 3Y | -17.1% | +154.5% | -171.6% | -40.9% |
| 5Y | -25.7% | +160.3% | -185.9% | -48.2% |
| 10Y | +504.6% | +366.9% | +137.7% | +284.9% |
| All | +504.6% | +356.9% | +147.7% | +284.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling