-29.2%
ETHA vs SPXU
-64.0%
+34.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.2% | +0.3% |
| 7D | +2.9% | +1.3% | +1.7% | +4.0% |
| 30D | +31.4% | +5.1% | +26.3% | +36.3% |
| 3M | +48.9% | -9.1% | +58.0% | +41.1% |
| 6M | +20.9% | -29.6% | +50.5% | -1.7% |
| YTD | -17.2% | -27.7% | +10.5% | -29.6% |
| 1Y | -42.8% | -37.0% | -5.8% | -54.3% |
| All | -29.2% | -64.0% | +34.8% | -50.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling