-35.5%
ETHA vs DOCU
+39.2%
-74.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -2.0% | -5.3% | -6.6% |
| 7D | -3.8% | -3.2% | -0.6% | -2.8% |
| 30D | -16.6% | +15.7% | -32.3% | -20.8% |
| 3M | +16.9% | +37.3% | -20.4% | +3.7% |
| 6M | -5.5% | +63.1% | -68.6% | -22.4% |
| YTD | -24.6% | +15.4% | -39.9% | -29.6% |
| 1Y | -35.1% | +11.3% | -46.4% | -38.4% |
| All | -35.5% | +39.2% | -74.7% | -48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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