-40.2%
ETHA vs DOC
+13.0%
-53.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.4% | +1.3% |
| 7D | -14.0% | +1.0% | -15.1% | -14.4% |
| 30D | -17.4% | +8.1% | -25.5% | -20.0% |
| 3M | +10.6% | +0.9% | +9.7% | +10.3% |
| 6M | -11.2% | +6.3% | -17.5% | -13.7% |
| YTD | -30.1% | +33.8% | -63.8% | -39.7% |
| 1Y | -39.6% | +21.6% | -61.3% | -45.1% |
| All | -40.2% | +13.0% | -53.2% | -50.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling