-40.2%
ETHA vs LTH
+127.2%
-167.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.2% |
| 7D | -14.0% | +0.3% | -14.3% | -14.1% |
| 30D | -17.4% | +17.7% | -35.1% | -20.3% |
| 3M | +10.6% | +8.5% | +2.2% | +8.4% |
| 6M | -11.2% | +46.9% | -58.2% | -19.7% |
| YTD | -30.1% | +78.8% | -108.8% | -40.7% |
| 1Y | -39.6% | +84.9% | -124.5% | -49.4% |
| All | -40.2% | +127.2% | -167.4% | -55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 3y: compounded portfolio wealth divided by compounded LTH 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…
3y analysis · Full analysis span regression · 6 months rolling