-29.2%
ETHA vs ENB
+53.4%
-82.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | -0.1% | -0.6% |
| 7D | +2.9% | -0.3% | +3.3% | +3.0% |
| 30D | +31.4% | -1.1% | +32.5% | +31.5% |
| 3M | +48.9% | -8.5% | +57.3% | +51.1% |
| 6M | +20.9% | -4.5% | +25.4% | +20.9% |
| YTD | -17.2% | +9.1% | -26.3% | -21.3% |
| 1Y | -42.8% | +8.0% | -50.7% | -45.5% |
| All | -29.2% | +53.4% | -82.6% | -72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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