-42.8%
ETHA vs ETR
+21.8%
-64.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.6% | +3.4% |
| 7D | +3.5% | -1.8% | +5.3% | +4.2% |
| 30D | +35.3% | -1.8% | +37.1% | +36.1% |
| 3M | +50.9% | -3.6% | +54.4% | +52.1% |
| 6M | +22.1% | +2.6% | +19.5% | +14.1% |
| YTD | -14.6% | +16.0% | -30.6% | -32.0% |
| 1Y | -42.8% | +20.1% | -62.9% | -56.3% |
| All | -42.8% | +21.8% | -64.6% | -56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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