-24.8%
ETHA vs IVZ
+30.5%
-55.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +4.2% | +1.5% | +3.1% |
| 7D | +2.1% | +2.6% | -0.5% | +0.5% |
| 30D | -10.7% | -3.5% | -7.2% | -8.7% |
| 3M | +29.0% | -7.4% | +36.3% | +34.8% |
| 6M | +2.7% | +14.7% | -12.0% | -7.1% |
| YTD | -18.7% | +14.6% | -33.3% | -26.7% |
| 1Y | -24.8% | +30.7% | -55.6% | -36.4% |
| All | -24.8% | +30.5% | -55.4% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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