-42.7%
ETHA vs URI
+7.3%
-50.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.6% | -4.2% | -2.9% |
| 7D | +0.8% | -2.0% | +2.8% | +1.1% |
| 30D | +27.9% | -12.9% | +40.8% | +30.2% |
| 3M | +38.3% | -6.7% | +45.0% | +39.2% |
| 6M | +14.0% | +19.0% | -5.0% | +8.9% |
| YTD | -17.4% | +25.5% | -43.0% | -25.6% |
| 1Y | -42.7% | +5.5% | -48.2% | -44.5% |
| All | -42.7% | +7.3% | -50.0% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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