-29.3%
ETHA vs TECH
-6.3%
-22.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | 0.0% |
| 7D | -2.4% | -0.5% | -1.9% | -2.3% |
| 30D | +30.9% | 0.0% | +30.9% | +30.9% |
| 3M | +51.1% | +37.4% | +13.7% | +33.3% |
| 6M | +20.5% | +36.9% | -16.3% | +4.1% |
| YTD | -17.3% | +23.1% | -40.3% | -25.1% |
| 1Y | -43.2% | +42.2% | -85.5% | -52.6% |
| All | -29.3% | -6.3% | -22.9% | -32.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling