-29.2%
ETHA vs NDAQ
+52.5%
-81.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.1% |
| 7D | +2.9% | -1.6% | +4.5% | +4.3% |
| 30D | +31.4% | -1.5% | +32.9% | +33.0% |
| 3M | +48.9% | +8.0% | +40.8% | +39.3% |
| 6M | +20.9% | +7.7% | +13.2% | +12.5% |
| YTD | -17.2% | -2.3% | -14.8% | -15.9% |
| 1Y | -42.8% | +0.6% | -43.3% | -43.7% |
| All | -29.2% | +52.5% | -81.7% | -51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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