-24.8%
ETHA vs SPMO
+11.0%
-35.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.8% | +6.6% | +6.5% |
| 7D | +2.1% | -8.9% | +11.0% | +11.2% |
| 30D | -10.7% | -13.8% | +3.1% | +2.5% |
| 3M | +29.0% | -12.5% | +41.5% | +45.4% |
| 6M | +2.7% | -1.5% | +4.2% | -9.0% |
| YTD | -18.7% | +11.3% | -30.0% | -41.6% |
| 1Y | -24.8% | +11.5% | -36.3% | -46.1% |
| All | -24.8% | +11.0% | -35.8% | -46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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