-24.8%
ETHA vs SONY
-6.4%
-18.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.2% | +3.5% | +4.9% |
| 7D | +2.1% | +2.9% | -0.8% | +1.1% |
| 30D | -10.7% | +10.2% | -20.9% | -14.1% |
| 3M | +29.0% | +16.1% | +12.8% | +20.7% |
| 6M | +2.7% | +32.1% | -29.4% | -11.2% |
| YTD | -18.7% | +1.4% | -20.0% | -22.0% |
| 1Y | -24.8% | -7.0% | -17.8% | -25.7% |
| All | -24.8% | -6.4% | -18.5% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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