+16.3%
OPEN vs ETHA
-30.1%
+46.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETHA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.5% | -2.0% |
| 7D | -2.9% | +2.9% | -5.8% | -4.1% |
| 30D | -13.8% | +31.4% | -45.2% | -23.5% |
| 3M | -30.9% | +48.9% | -79.8% | -42.0% |
| 6M | -40.9% | +20.9% | -61.8% | -46.4% |
| YTD | -48.5% | -17.2% | -31.4% | -46.1% |
| 1Y | -50.9% | -42.8% | -8.1% | -40.4% |
| All | +16.3% | -30.1% | +46.4% | +32.6% |
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