-27.0%
ETHA vs AGI
+110.8%
-137.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.7% | +2.5% | +3.0% |
| 7D | +3.5% | -2.7% | +6.2% | +4.2% |
| 30D | +35.3% | +7.2% | +28.1% | +33.1% |
| 3M | +50.9% | +4.3% | +46.6% | +48.6% |
| 6M | +22.1% | -27.1% | +49.2% | +28.7% |
| YTD | -14.6% | -6.6% | -8.0% | -13.9% |
| 1Y | -42.8% | +9.5% | -52.3% | -43.4% |
| All | -27.0% | +110.8% | -137.8% | -51.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling