-28.7%
ETHA vs ALHC
+36.2%
-64.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.1% |
| 7D | +2.7% | -1.0% | +3.6% | +2.7% |
| 30D | +29.4% | -6.3% | +35.7% | +29.3% |
| 3M | +47.2% | -12.3% | +59.5% | +48.0% |
| 6M | +25.4% | -27.0% | +52.4% | +25.7% |
| YTD | -16.5% | -31.8% | +15.3% | -16.3% |
| 1Y | -42.3% | -17.0% | -25.3% | -41.6% |
| All | -28.7% | +36.2% | -64.9% | -28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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