-29.3%
ETHA vs AEIS
+145.4%
-174.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.1% | +4.0% | +1.6% |
| 7D | -2.4% | -0.2% | -2.2% | -2.4% |
| 30D | +30.9% | -16.4% | +47.3% | +39.6% |
| 3M | +51.1% | -11.1% | +62.3% | +49.1% |
| 6M | +20.5% | -12.0% | +32.6% | +15.4% |
| YTD | -17.3% | +30.9% | -48.1% | -40.1% |
| 1Y | -43.2% | +74.3% | -117.6% | -66.2% |
| All | -29.3% | +145.4% | -174.7% | -66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 5y: compounded portfolio wealth divided by compounded AEIS 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…
5y analysis · Full analysis span regression · 6 months rolling