-42.7%
ETHA vs XHB
-9.3%
-33.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.0% | -3.6% | -3.0% |
| 7D | +0.8% | -1.3% | +2.1% | +1.2% |
| 30D | +27.9% | -6.9% | +34.8% | +30.9% |
| 3M | +38.3% | -1.3% | +39.6% | +37.5% |
| 6M | +14.0% | -6.8% | +20.8% | +14.0% |
| YTD | -17.4% | +0.7% | -18.2% | -21.3% |
| 1Y | -42.7% | -11.2% | -31.4% | -37.4% |
| All | -42.7% | -9.3% | -33.4% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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