-40.6%
ETHA vs ALLE
+15.5%
-56.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.8% | -7.3% | -4.6% |
| 7D | -5.3% | -0.6% | -4.7% | -5.2% |
| 30D | -14.2% | +26.6% | -40.8% | -14.9% |
| 3M | +10.7% | +13.2% | -2.5% | +10.6% |
| 6M | -8.4% | +42.9% | -51.2% | -9.0% |
| YTD | -28.6% | +21.0% | -49.6% | -27.8% |
| All | -40.6% | +15.5% | -56.1% | -39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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