-38.7%
ETHA vs URI
+31.9%
-70.7%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.1% | -3.2% |
| 7D | -12.5% | +6.7% | -19.3% | -13.1% |
| 30D | -19.8% | +8.9% | -28.7% | -20.5% |
| 3M | +3.1% | +0.5% | +2.6% | +2.8% |
| 6M | -13.8% | +20.7% | -34.4% | -16.4% |
| YTD | -34.6% | +40.0% | -74.6% | -42.7% |
| 1Y | -38.7% | +34.4% | -73.1% | -44.7% |
| All | -38.7% | +31.9% | -70.7% | -44.7% |
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