-42.8%
ETHA vs TRI
-40.4%
-2.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.7% | +1.5% | +3.0% |
| 7D | +3.5% | -7.9% | +11.3% | +4.3% |
| 30D | +35.3% | -4.5% | +39.8% | +36.0% |
| 3M | +50.9% | +22.1% | +28.8% | +47.5% |
| 6M | +22.1% | -2.8% | +24.9% | +24.5% |
| YTD | -14.6% | -23.4% | +8.8% | -16.1% |
| 1Y | -42.8% | -41.5% | -1.3% | -46.2% |
| All | -42.8% | -40.4% | -2.4% | -46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling