-27.0%
ETHA vs TRU
-1.0%
-26.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.0% | +2.3% | +2.7% |
| 7D | +3.5% | -2.7% | +6.2% | +4.9% |
| 30D | +35.3% | -2.0% | +37.4% | +36.9% |
| 3M | +50.9% | +18.4% | +32.4% | +37.2% |
| 6M | +22.1% | +8.9% | +13.3% | +14.5% |
| YTD | -14.6% | -8.9% | -5.6% | -12.2% |
| 1Y | -42.8% | -15.9% | -26.9% | -38.4% |
| All | -27.0% | -1.0% | -26.0% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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