-24.8%
ETHA vs IWD
+33.0%
-57.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.6% | +3.1% | +0.5% |
| 7D | +2.1% | +2.5% | -0.4% | -2.8% |
| 30D | -10.7% | +6.0% | -16.7% | -20.5% |
| 3M | +29.0% | +3.8% | +25.2% | +19.6% |
| 6M | +2.7% | +16.3% | -13.7% | -26.6% |
| YTD | -18.7% | +27.5% | -46.1% | -52.4% |
| 1Y | -24.8% | +32.8% | -57.7% | -61.2% |
| All | -24.8% | +33.0% | -57.9% | -61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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