-29.3%
ETHA vs HUBB
+23.3%
-52.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.3% |
| 7D | -2.4% | -1.7% | -0.7% | -1.2% |
| 30D | +30.9% | -12.7% | +43.6% | +43.9% |
| 3M | +51.1% | -2.9% | +54.1% | +50.2% |
| 6M | +20.5% | -4.8% | +25.3% | +18.9% |
| YTD | -17.3% | +2.8% | -20.0% | -24.0% |
| 1Y | -43.2% | +3.5% | -46.8% | -48.5% |
| All | -29.3% | +23.3% | -52.6% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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