-24.8%
ETHA vs JHX
+44.7%
-69.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +8.3% | -2.6% | +3.5% |
| 7D | +2.1% | +13.3% | -11.2% | -1.2% |
| 30D | -10.7% | +17.1% | -27.8% | -14.4% |
| 3M | +29.0% | +4.1% | +24.9% | +27.2% |
| 6M | +2.7% | +48.5% | -45.8% | -7.9% |
| YTD | -18.7% | +42.3% | -60.9% | -26.5% |
| 1Y | -24.8% | +47.4% | -72.2% | -32.2% |
| All | -24.8% | +44.7% | -69.6% | -32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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