-42.8%
ETHA vs OVV
+59.6%
-102.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.2% | -0.8% |
| 7D | +2.9% | -3.8% | +6.7% | +3.2% |
| 30D | +31.4% | +1.3% | +30.1% | +31.3% |
| 3M | +48.9% | +14.3% | +34.5% | +46.3% |
| 6M | +20.9% | +21.1% | -0.2% | +14.9% |
| YTD | -17.2% | +66.0% | -83.2% | -29.9% |
| 1Y | -42.8% | +59.3% | -102.1% | -52.3% |
| All | -42.8% | +59.6% | -102.4% | -52.3% |
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