-29.3%
ETHA vs SPXU
-63.4%
+34.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | +1.2% |
| 7D | -2.4% | +6.4% | -8.8% | +2.0% |
| 30D | +30.9% | +5.9% | +24.9% | +36.6% |
| 3M | +51.1% | -11.7% | +62.8% | +40.1% |
| 6M | +20.5% | -28.7% | +49.2% | -1.1% |
| YTD | -17.3% | -26.4% | +9.1% | -28.8% |
| 1Y | -43.2% | -35.2% | -8.0% | -53.7% |
| All | -29.3% | -63.4% | +34.1% | -49.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling