-40.6%
ETHA vs EXPD
+39.7%
-80.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.7% | -7.2% | -4.8% |
| 7D | -5.3% | -5.5% | +0.2% | -4.6% |
| 30D | -14.2% | -1.9% | -12.3% | -14.0% |
| 3M | +10.7% | +6.1% | +4.6% | +10.0% |
| 6M | -8.4% | +21.6% | -30.0% | -10.8% |
| YTD | -28.6% | +27.9% | -56.5% | -31.4% |
| All | -40.6% | +39.7% | -80.3% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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