-42.7%
ETHA vs OVV
+61.5%
-104.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.7% | -0.9% | -2.5% |
| 7D | +0.8% | +0.3% | +0.6% | +0.8% |
| 30D | +27.9% | +11.7% | +16.2% | +27.1% |
| 3M | +38.3% | +9.8% | +28.5% | +37.1% |
| 6M | +14.0% | +26.6% | -12.6% | +7.2% |
| YTD | -17.4% | +67.0% | -84.5% | -29.4% |
| 1Y | -42.7% | +55.9% | -98.6% | -52.1% |
| All | -42.7% | +61.5% | -104.2% | -52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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