-29.2%
ETHA vs WPM
+164.8%
-193.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -1.1% |
| 7D | +2.9% | +3.9% | -0.9% | +1.8% |
| 30D | +31.4% | +17.7% | +13.7% | +25.1% |
| 3M | +48.9% | +39.4% | +9.5% | +35.0% |
| 6M | +20.9% | +6.4% | +14.5% | +16.4% |
| YTD | -17.2% | +34.0% | -51.1% | -22.6% |
| 1Y | -42.8% | +50.5% | -93.3% | -47.3% |
| All | -29.2% | +164.8% | -193.9% | -48.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling