-28.7%
ETHA vs SUI
+2.7%
-31.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +1.5% |
| 7D | +2.7% | -3.1% | +5.8% | +3.6% |
| 30D | +29.4% | -2.3% | +31.7% | +30.1% |
| 3M | +47.2% | -2.8% | +50.0% | +47.6% |
| 6M | +25.4% | -12.4% | +37.7% | +30.6% |
| YTD | -16.5% | -3.3% | -13.2% | -15.8% |
| 1Y | -42.3% | -5.8% | -36.5% | -41.4% |
| All | -28.7% | +2.7% | -31.4% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling