-38.7%
ETHA vs AG
+7.9%
-46.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.4% | -0.9% | -2.6% |
| 7D | -12.5% | -10.0% | -2.6% | -9.8% |
| 30D | -19.8% | -10.5% | -9.3% | -17.2% |
| 3M | +3.1% | -27.3% | +30.4% | +12.3% |
| 6M | -13.8% | -43.0% | +29.2% | -1.4% |
| YTD | -34.6% | -17.9% | -16.7% | -34.0% |
| 1Y | -38.7% | +11.9% | -50.6% | -44.1% |
| All | -38.7% | +7.9% | -46.6% | -44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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