+146.5%
ASX vs ETHA
-31.0%
+177.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETHA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +5.7% | -9.7% | -5.4% |
| 7D | -14.6% | +2.1% | -16.7% | -15.0% |
| 30D | -21.1% | -10.7% | -10.4% | -18.9% |
| 3M | -3.1% | +29.0% | -32.0% | -8.6% |
| 6M | +17.4% | +2.7% | +14.7% | +15.6% |
| YTD | +135.3% | -18.7% | +154.0% | +144.1% |
| 1Y | +146.5% | -24.8% | +171.4% | +159.5% |
| All | +146.5% | -31.0% | +177.5% | +159.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ETHA.
Daily Out/Under-Performance
Portfolio return minus ETHA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETHA 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 1y: compounded portfolio wealth divided by compounded ETHA 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…
1y analysis · Full analysis span regression · 6 months rolling