+8.1%
OPEN vs ETHA
-27.9%
+36.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETHA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.2% | -3.6% | -1.7% |
| 7D | -11.4% | +3.5% | -14.9% | -12.7% |
| 30D | -20.1% | +35.3% | -55.4% | -29.9% |
| 3M | -37.6% | +50.9% | -88.5% | -47.9% |
| 6M | -47.1% | +22.1% | -69.2% | -52.2% |
| YTD | -52.1% | -14.6% | -37.6% | -50.5% |
| 1Y | -73.5% | -42.8% | -30.7% | -67.9% |
| All | +8.1% | -27.9% | +36.1% | +21.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling