-43.2%
ETHA vs CDW
-13.4%
-29.9%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | -2.4% | -7.4% | +4.9% | -1.4% |
| 30D | +30.9% | +5.8% | +25.0% | +29.8% |
| 3M | +51.1% | +10.8% | +40.3% | +47.0% |
| 6M | +20.5% | +21.5% | -1.0% | +11.5% |
| YTD | -17.3% | +6.4% | -23.6% | -17.3% |
| 1Y | -43.2% | -14.8% | -28.4% | -35.1% |
| All | -43.2% | -13.4% | -29.9% | -35.1% |
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