-39.6%
ETHA vs CDW
+23.0%
-62.7%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.2% | -1.0% | +1.1% |
| 7D | -14.0% | +2.6% | -16.6% | -14.1% |
| 30D | -17.4% | +20.4% | -37.8% | -18.1% |
| 3M | +10.6% | +28.5% | -17.8% | +9.5% |
| 6M | -11.2% | +70.6% | -81.8% | -13.4% |
| YTD | -30.1% | +29.1% | -59.2% | -28.2% |
| 1Y | -39.6% | +23.8% | -63.4% | -36.1% |
| All | -39.6% | +23.0% | -62.7% | -36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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