-38.3%
DOCS vs ETHA
-43.2%
+4.9%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETHA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.3% | +1.9% | -1.1% |
| 7D | -0.6% | -10.2% | +9.7% | +0.4% |
| 30D | +6.3% | -17.0% | +23.3% | +7.9% |
| 3M | +26.5% | +9.6% | +16.9% | +26.2% |
| 6M | +24.8% | -11.3% | +36.1% | +24.2% |
| YTD | -26.8% | -30.9% | +4.1% | -26.6% |
| 1Y | -38.3% | -42.6% | +4.3% | -37.3% |
| All | -38.3% | -43.2% | +4.9% | -37.3% |
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