+790.0%
NOW vs ETR
+295.2%
+494.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.2% | -6.2% | -5.3% |
| 7D | -6.1% | +1.4% | -7.5% | -6.4% |
| 30D | +7.5% | +1.9% | +5.6% | +6.9% |
| 3M | +17.5% | +1.0% | +16.5% | +16.8% |
| 6M | +7.9% | +4.8% | +3.1% | +5.1% |
| YTD | -12.4% | +19.5% | -31.9% | -18.3% |
| 1Y | -28.6% | +28.1% | -56.7% | -35.0% |
| 3Y | +11.8% | +151.1% | -139.3% | -20.3% |
| 5Y | +2.6% | +125.2% | -122.5% | -24.7% |
| 10Y | +790.0% | +291.1% | +498.8% | +481.5% |
| All | +790.0% | +295.2% | +494.8% | +481.5% |
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