-29.3%
ETHA vs WU
-32.9%
+3.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.1% |
| 7D | -2.4% | -5.0% | +2.5% | -1.1% |
| 30D | +30.9% | -2.3% | +33.2% | +31.5% |
| 3M | +51.1% | -3.2% | +54.4% | +49.9% |
| 6M | +20.5% | -25.0% | +45.6% | +30.2% |
| YTD | -17.3% | -21.7% | +4.4% | -12.8% |
| 1Y | -43.2% | -9.0% | -34.3% | -44.8% |
| All | -29.3% | -32.9% | +3.6% | -23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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