-27.0%
ETHA vs TRI
-37.8%
+10.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.7% | +1.5% | +3.0% |
| 7D | +3.5% | -7.9% | +11.3% | +4.6% |
| 30D | +35.3% | -4.5% | +39.8% | +36.2% |
| 3M | +50.9% | +22.1% | +28.8% | +45.5% |
| 6M | +22.1% | -2.8% | +24.9% | +23.6% |
| YTD | -14.6% | -23.4% | +8.8% | -10.5% |
| 1Y | -42.8% | -41.5% | -1.3% | -35.7% |
| All | -27.0% | -37.8% | +10.8% | -36.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling