-38.2%
ETHA vs IRE
-82.8%
+44.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +10.2% | -9.2% | -0.2% |
| 7D | +2.7% | +58.9% | -56.2% | -3.5% |
| 30D | +29.4% | +17.2% | +12.2% | +24.7% |
| 3M | +47.2% | -58.6% | +105.8% | +55.8% |
| 6M | +25.4% | -23.5% | +48.9% | +11.0% |
| YTD | -16.5% | -47.4% | +30.9% | -25.1% |
| All | -38.2% | -82.8% | +44.7% | -40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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