-42.7%
ETHA vs AU
+100.5%
-143.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.3% | -0.3% | -1.8% |
| 7D | +0.8% | -3.6% | +4.5% | +2.1% |
| 30D | +27.9% | +23.9% | +4.0% | +19.7% |
| 3M | +38.3% | +19.1% | +19.2% | +30.5% |
| 6M | +14.0% | -0.2% | +14.1% | +11.0% |
| YTD | -17.4% | +32.5% | -49.9% | -25.4% |
| 1Y | -42.7% | +96.9% | -139.6% | -51.6% |
| All | -42.7% | +100.5% | -143.1% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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