-29.2%
ETHA vs WCC
+111.9%
-141.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.5% | -0.1% |
| 7D | +2.9% | +6.8% | -3.9% | -0.6% |
| 30D | +31.4% | -3.0% | +34.4% | +32.8% |
| 3M | +48.9% | +0.2% | +48.7% | +46.0% |
| 6M | +20.9% | +33.2% | -12.3% | -2.6% |
| YTD | -17.2% | +45.8% | -63.0% | -37.4% |
| 1Y | -42.8% | +68.4% | -111.2% | -61.0% |
| All | -29.2% | +111.9% | -141.1% | -60.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling