-24.8%
ETHA vs SPXU
-30.4%
+5.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -4.9% | +10.6% | +1.8% |
| 7D | +2.1% | +2.2% | 0.0% | +4.3% |
| 30D | -10.7% | +3.8% | -14.5% | -7.2% |
| 3M | +29.0% | +3.3% | +25.7% | +34.3% |
| 6M | +2.7% | -16.7% | +19.4% | -8.5% |
| YTD | -18.7% | -28.6% | +10.0% | -32.0% |
| 1Y | -24.8% | -30.6% | +5.7% | -37.9% |
| All | -24.8% | -30.4% | +5.5% | -37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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