-44.1%
ETHA vs GEN
+24.4%
-68.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.4% | -5.7% | -4.4% |
| 7D | -12.5% | +2.0% | -14.6% | -13.4% |
| 30D | -19.8% | +27.7% | -47.5% | -29.1% |
| 3M | +3.1% | +3.3% | -0.1% | +1.0% |
| 6M | -13.8% | +31.8% | -45.6% | -28.8% |
| YTD | -34.6% | +13.5% | -48.1% | -38.5% |
| 1Y | -38.7% | +16.0% | -54.8% | -43.8% |
| All | -44.1% | +24.4% | -68.5% | -56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling