-29.3%
ETHA vs DKS
-32.0%
+2.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | -2.4% | -4.7% | +2.3% | -0.9% |
| 30D | +30.9% | -35.1% | +66.0% | +48.8% |
| 3M | +51.1% | -37.7% | +88.9% | +73.6% |
| 6M | +20.5% | -30.7% | +51.3% | +29.1% |
| YTD | -17.3% | -31.9% | +14.7% | -10.6% |
| 1Y | -43.2% | -40.0% | -3.2% | -34.6% |
| All | -29.3% | -32.0% | +2.8% | -29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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