-38.7%
ETHA vs DOC
+21.6%
-60.3%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.1% | -3.3% |
| 7D | -12.5% | -0.9% | -11.7% | -12.4% |
| 30D | -19.8% | +7.7% | -27.5% | -20.7% |
| 3M | +3.1% | -2.0% | +5.1% | +3.6% |
| 6M | -13.8% | +5.9% | -19.6% | -14.1% |
| YTD | -34.6% | +31.8% | -66.4% | -33.0% |
| 1Y | -38.7% | +22.5% | -61.2% | -40.3% |
| All | -38.7% | +21.6% | -60.3% | -40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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