-42.6%
ETHA vs ROIV
+104.3%
-146.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.3% | -4.5% | -3.7% |
| 7D | -10.2% | +14.3% | -24.5% | -14.0% |
| 30D | -17.0% | +16.2% | -33.2% | -20.9% |
| 3M | +9.6% | +15.1% | -5.5% | +3.7% |
| 6M | -11.3% | +44.2% | -55.6% | -24.7% |
| YTD | -30.9% | +89.8% | -120.7% | -48.9% |
| 1Y | -42.6% | +94.6% | -137.1% | -56.8% |
| All | -42.6% | +104.3% | -146.9% | -56.8% |
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