+44.9%
IBKR vs ETHA
-42.6%
+87.4%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETHA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.2% | -1.1% | +1.2% |
| 7D | -1.3% | +3.5% | -4.8% | -2.4% |
| 30D | -0.2% | +35.3% | -35.5% | -9.5% |
| 3M | +3.0% | +50.9% | -47.9% | -10.1% |
| 6M | +33.9% | +22.1% | +11.7% | +24.5% |
| YTD | +42.5% | -14.6% | +57.1% | +43.6% |
| 1Y | +44.9% | -42.8% | +87.7% | +61.0% |
| All | +44.9% | -42.6% | +87.4% | +61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ETHA.
Daily Out/Under-Performance
Portfolio return minus ETHA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETHA 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 ETHA 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