-38.7%
ETHA vs ROIV
+87.6%
-126.3%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.2% | -3.0% |
| 7D | -12.5% | +1.7% | -14.2% | -13.0% |
| 30D | -19.8% | +17.6% | -37.4% | -23.7% |
| 3M | +3.1% | +9.0% | -5.8% | -0.4% |
| 6M | -13.8% | +35.3% | -49.1% | -24.5% |
| YTD | -34.6% | +82.2% | -116.7% | -50.1% |
| 1Y | -38.7% | +92.3% | -131.0% | -52.6% |
| All | -38.7% | +87.6% | -126.3% | -52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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