-42.7%
ETHA vs AFRM
-15.0%
-27.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.6% | 0.0% | -1.6% |
| 7D | +0.8% | -7.0% | +7.8% | +3.5% |
| 30D | +27.9% | -7.8% | +35.7% | +31.3% |
| 3M | +38.3% | +5.3% | +33.0% | +33.9% |
| 6M | +14.0% | +42.6% | -28.7% | -2.9% |
| YTD | -17.4% | -2.8% | -14.6% | -19.7% |
| 1Y | -42.7% | -19.3% | -23.4% | -43.7% |
| All | -42.7% | -15.0% | -27.6% | -43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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