-28.7%
ETHA vs IBB
+43.0%
-71.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.2% | +3.2% |
| 7D | +2.7% | -1.7% | +4.3% | +4.3% |
| 30D | +29.4% | +4.9% | +24.5% | +22.6% |
| 3M | +47.2% | +24.2% | +22.9% | +16.0% |
| 6M | +25.4% | +23.8% | +1.5% | -1.0% |
| YTD | -16.5% | +23.0% | -39.5% | -33.7% |
| 1Y | -42.3% | +46.2% | -88.5% | -61.9% |
| All | -28.7% | +43.0% | -71.6% | -49.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling