-29.2%
ETHA vs XHB
-10.9%
-18.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | +0.4% |
| 7D | +2.9% | -1.9% | +4.9% | +4.4% |
| 30D | +31.4% | -8.3% | +39.7% | +39.8% |
| 3M | +48.9% | -7.1% | +56.0% | +54.8% |
| 6M | +20.9% | -5.3% | +26.1% | +22.6% |
| YTD | -17.2% | -3.2% | -14.0% | -19.3% |
| 1Y | -42.8% | -13.9% | -28.9% | -37.1% |
| All | -29.2% | -10.9% | -18.2% | -26.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling