-24.4%
ISRG vs ETHA
-43.4%
+19.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETHA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +0.9% |
| 7D | -5.0% | +2.9% | -7.9% | -5.3% |
| 30D | -10.2% | +31.4% | -41.6% | -12.5% |
| 3M | -17.2% | +48.9% | -66.1% | -20.3% |
| 6M | -28.4% | +20.9% | -49.3% | -29.9% |
| YTD | -37.6% | -17.2% | -20.5% | -38.2% |
| 1Y | -24.4% | -42.8% | +18.3% | -23.8% |
| All | -24.4% | -43.4% | +19.0% | -23.8% |
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