-42.8%
ETHA vs IBB
+44.4%
-87.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | 0.0% |
| 7D | +2.9% | -3.9% | +6.8% | +6.5% |
| 30D | +31.4% | +2.7% | +28.7% | +27.0% |
| 3M | +48.9% | +21.4% | +27.5% | +20.5% |
| 6M | +20.9% | +20.1% | +0.8% | -1.1% |
| YTD | -17.2% | +21.9% | -39.0% | -34.1% |
| 1Y | -42.8% | +44.1% | -86.9% | -63.0% |
| All | -42.8% | +44.4% | -87.1% | -63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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