-42.1%
ETHA vs GEN
+21.5%
-63.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.1% | -0.1% | -1.8% |
| 7D | -10.3% | -3.0% | -7.3% | -9.1% |
| 30D | -19.7% | +24.7% | -44.3% | -28.2% |
| 3M | +7.2% | +4.1% | +3.1% | +4.1% |
| 6M | -11.9% | +36.0% | -48.0% | -29.4% |
| YTD | -32.3% | +10.9% | -43.2% | -35.7% |
| 1Y | -41.1% | +12.2% | -53.3% | -44.8% |
| All | -42.1% | +21.5% | -63.7% | -54.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling