-24.8%
ETHA vs WCC
+24.5%
-49.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -9.9% | +15.6% | +8.8% |
| 7D | +2.1% | -8.8% | +10.9% | +4.6% |
| 30D | -10.7% | -16.0% | +5.3% | -5.8% |
| 3M | +29.0% | -15.2% | +44.2% | +35.0% |
| 6M | +2.7% | -8.4% | +11.1% | +3.4% |
| YTD | -18.7% | +30.1% | -48.7% | -36.5% |
| 1Y | -24.8% | +26.4% | -51.3% | -41.9% |
| All | -24.8% | +24.5% | -49.3% | -41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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