-27.0%
ETHA vs TRGP
+121.8%
-148.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.6% | +3.8% | +3.4% |
| 7D | +3.5% | +0.1% | +3.4% | +3.4% |
| 30D | +35.3% | +8.0% | +27.3% | +32.2% |
| 3M | +50.9% | +8.3% | +42.6% | +46.3% |
| 6M | +22.1% | +23.9% | -1.8% | +11.5% |
| YTD | -14.6% | +59.6% | -74.2% | -30.0% |
| 1Y | -42.8% | +79.4% | -122.2% | -55.6% |
| All | -27.0% | +121.8% | -148.8% | -54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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