-44.1%
ETHA vs TECH
-5.3%
-38.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.4% | -3.4% |
| 7D | -12.5% | +0.1% | -12.7% | -12.6% |
| 30D | -19.8% | +0.5% | -20.3% | -19.9% |
| 3M | +3.1% | +1.1% | +2.0% | +2.7% |
| 6M | -13.8% | +62.8% | -76.6% | -29.0% |
| YTD | -34.6% | +24.5% | -59.0% | -41.0% |
| 1Y | -38.7% | +20.6% | -59.4% | -44.0% |
| All | -44.1% | -5.3% | -38.8% | -46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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