-42.8%
ETHA vs WPM
+46.6%
-89.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.1% | +1.2% | +2.3% |
| 7D | +3.5% | -0.6% | +4.0% | +3.7% |
| 30D | +35.3% | +14.4% | +20.9% | +27.8% |
| 3M | +50.9% | +37.0% | +13.9% | +32.4% |
| 6M | +22.1% | +4.1% | +18.0% | +17.5% |
| YTD | -14.6% | +31.7% | -46.3% | -22.7% |
| 1Y | -42.8% | +44.2% | -87.0% | -49.6% |
| All | -42.8% | +46.6% | -89.4% | -49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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