-29.2%
ETHA vs GSK
+35.5%
-64.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | +2.9% | -3.6% | +6.5% | +3.2% |
| 30D | +31.4% | -5.9% | +37.3% | +31.8% |
| 3M | +48.9% | -4.3% | +53.1% | +49.1% |
| 6M | +20.9% | -10.8% | +31.7% | +21.7% |
| YTD | -17.2% | +1.8% | -19.0% | -17.6% |
| 1Y | -42.8% | +23.5% | -66.3% | -44.5% |
| All | -29.2% | +35.5% | -64.7% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 3y: compounded portfolio wealth divided by compounded GSK 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…
3y analysis · Full analysis span regression · 6 months rolling