-29.2%
ETHA vs HDB
-24.9%
-4.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.0% | -0.1% |
| 7D | +2.9% | -4.9% | +7.8% | +4.9% |
| 30D | +31.4% | -5.8% | +37.2% | +34.3% |
| 3M | +48.9% | -5.2% | +54.1% | +49.9% |
| 6M | +20.9% | -25.7% | +46.6% | +34.5% |
| YTD | -17.2% | -39.6% | +22.4% | -0.7% |
| 1Y | -42.8% | -36.9% | -5.9% | -33.0% |
| All | -29.2% | -24.9% | -4.3% | -35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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