-42.8%
ETHA vs ZBH
-7.7%
-35.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.1% | +2.1% | +3.4% |
| 7D | +3.5% | -4.7% | +8.1% | +2.6% |
| 30D | +35.3% | -4.5% | +39.8% | +34.2% |
| 3M | +50.9% | +7.6% | +43.3% | +52.9% |
| 6M | +22.1% | +0.3% | +21.8% | +22.3% |
| YTD | -14.6% | +4.5% | -19.1% | -12.7% |
| 1Y | -42.8% | -9.4% | -33.4% | -43.1% |
| All | -42.8% | -7.7% | -35.1% | -43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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