+8.9%
KVUE vs ETHA
-27.9%
+36.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETHA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.2% | -3.3% | -0.1% |
| 7D | -5.1% | +3.5% | -8.6% | -5.2% |
| 30D | -6.3% | +35.3% | -41.6% | -7.0% |
| 3M | -0.5% | +50.9% | -51.4% | -1.6% |
| 6M | +3.1% | +22.1% | -19.0% | +2.6% |
| YTD | +6.7% | -14.6% | +21.3% | +7.2% |
| 1Y | -1.1% | -42.8% | +41.7% | +0.9% |
| All | +8.9% | -27.9% | +36.8% | +11.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling