-27.0%
ETHA vs WEC
+38.7%
-65.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.3% | +3.2% |
| 7D | +3.5% | -0.6% | +4.0% | +3.4% |
| 30D | +35.3% | -2.6% | +37.9% | +34.6% |
| 3M | +50.9% | -6.0% | +56.9% | +49.3% |
| 6M | +22.1% | -5.4% | +27.5% | +21.2% |
| YTD | -14.6% | +2.5% | -17.0% | -14.4% |
| 1Y | -42.8% | -0.7% | -42.1% | -42.5% |
| All | -27.0% | +38.7% | -65.7% | -38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling