-21.6%
ISRG vs ETHA
-43.4%
+21.8%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETHA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.3% | +4.2% | +1.2% |
| 7D | -2.0% | -12.5% | +10.5% | -0.7% |
| 30D | +5.6% | -19.8% | +25.4% | +7.9% |
| 3M | +10.5% | +3.1% | +7.4% | +10.0% |
| 6M | +2.6% | -13.8% | +16.4% | +3.6% |
| YTD | -21.7% | -34.6% | +12.9% | -21.7% |
| 1Y | -21.6% | -38.7% | +17.1% | -21.8% |
| All | -21.6% | -43.4% | +21.8% | -21.8% |
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