-43.2%
ETHA vs GEN
+3.4%
-46.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.4% |
| 7D | -2.4% | -4.3% | +1.9% | -0.8% |
| 30D | +30.9% | +3.8% | +27.1% | +29.0% |
| 3M | +51.1% | +22.3% | +28.9% | +40.1% |
| 6M | +20.5% | +39.0% | -18.4% | +6.3% |
| YTD | -17.3% | +11.9% | -29.2% | -18.1% |
| 1Y | -43.2% | +4.5% | -47.7% | -38.6% |
| All | -43.2% | +3.4% | -46.7% | -38.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling