-29.2%
ETHA vs AGI
+116.5%
-145.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.1% | -1.1% |
| 7D | +2.9% | +2.2% | +0.7% | +2.4% |
| 30D | +31.4% | +11.3% | +20.1% | +28.0% |
| 3M | +48.9% | +5.6% | +43.2% | +46.0% |
| 6M | +20.9% | -27.7% | +48.6% | +27.3% |
| YTD | -17.2% | -4.1% | -13.1% | -17.0% |
| 1Y | -42.8% | +13.8% | -56.6% | -43.8% |
| All | -29.2% | +116.5% | -145.7% | -53.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling