-49.1%
INTU vs ETHA
-29.6%
-19.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETHA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.1% | -5.2% | -4.3% |
| 7D | -7.5% | +2.7% | -10.2% | -7.8% |
| 30D | -1.9% | +29.4% | -31.3% | -4.7% |
| 3M | +4.9% | +47.2% | -42.3% | +0.2% |
| 6M | -33.2% | +25.4% | -58.6% | -35.3% |
| YTD | -51.4% | -16.5% | -34.9% | -51.3% |
| 1Y | -52.0% | -42.3% | -9.7% | -50.4% |
| All | -49.1% | -29.6% | -19.5% | -52.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling