-29.3%
ETHA vs WPM
+155.0%
-184.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.7% | +3.6% | +1.0% |
| 7D | -2.4% | -3.6% | +1.2% | -1.3% |
| 30D | +30.9% | +12.5% | +18.4% | +26.3% |
| 3M | +51.1% | +40.6% | +10.5% | +37.0% |
| 6M | +20.5% | +0.5% | +20.0% | +17.8% |
| YTD | -17.3% | +29.0% | -46.3% | -21.8% |
| 1Y | -43.2% | +43.8% | -87.0% | -47.1% |
| All | -29.3% | +155.0% | -184.3% | -47.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling