-24.8%
ETHA vs AGI
-1.1%
-23.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +10.8% | -5.1% | +1.3% |
| 7D | +2.1% | -5.3% | +7.4% | +4.0% |
| 30D | -10.7% | -7.1% | -3.5% | -8.4% |
| 3M | +29.0% | +4.4% | +24.5% | +26.2% |
| 6M | +2.7% | -23.0% | +25.7% | +11.9% |
| YTD | -18.7% | -22.0% | +3.3% | -16.7% |
| 1Y | -24.8% | +0.3% | -25.1% | -39.7% |
| All | -24.8% | -1.1% | -23.7% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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