+2,771.1%
NOW vs ETR
+460.1%
+2,311.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.9% |
| 7D | -2.4% | +1.4% | -3.8% | -2.7% |
| 30D | +20.5% | +1.0% | +19.5% | +20.2% |
| 3M | +18.3% | -1.3% | +19.6% | +18.3% |
| 6M | +24.1% | +1.9% | +22.2% | +21.9% |
| YTD | -7.8% | +18.2% | -25.9% | -13.2% |
| 1Y | -21.4% | +24.7% | -46.1% | -27.3% |
| 3Y | +19.5% | +150.7% | -131.1% | -11.6% |
| 5Y | +4.1% | +127.0% | -123.0% | -21.4% |
| 10Y | +826.4% | +295.5% | +531.0% | +508.1% |
| All | +2,771.1% | +460.1% | +2,311.0% | +1,569.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling