-29.2%
ETHA vs WEC
+39.8%
-68.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.9% |
| 7D | +2.9% | +0.4% | +2.5% | +3.0% |
| 30D | +31.4% | +0.9% | +30.5% | +31.4% |
| 3M | +48.9% | -5.3% | +54.2% | +47.5% |
| 6M | +20.9% | -6.6% | +27.5% | +20.0% |
| YTD | -17.2% | +3.3% | -20.4% | -16.9% |
| 1Y | -42.8% | +2.1% | -44.9% | -42.2% |
| All | -29.2% | +39.8% | -68.9% | -40.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling