-27.0%
ETHA vs SU
+90.3%
-117.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.1% | +3.4% | +3.3% |
| 7D | +3.5% | +2.2% | +1.2% | +2.7% |
| 30D | +35.3% | +8.4% | +26.9% | +31.5% |
| 3M | +50.9% | +12.1% | +38.8% | +43.8% |
| 6M | +22.1% | +19.7% | +2.4% | +10.8% |
| YTD | -14.6% | +58.4% | -73.0% | -32.5% |
| 1Y | -42.8% | +67.2% | -110.0% | -56.1% |
| All | -27.0% | +90.3% | -117.2% | -49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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