-35.1%
ETHA vs DOC
+21.7%
-56.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.2% | -7.0% | -7.2% |
| 7D | -3.8% | +6.2% | -10.0% | -4.7% |
| 30D | -16.6% | +6.5% | -23.1% | -17.5% |
| 3M | +16.9% | -6.2% | +23.1% | +18.2% |
| 6M | -5.5% | +25.6% | -31.0% | -8.9% |
| YTD | -24.6% | +32.1% | -56.6% | -24.7% |
| 1Y | -35.1% | +20.3% | -55.4% | -36.4% |
| All | -35.1% | +21.7% | -56.8% | -36.4% |
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