+5.7%
PATH vs ETHA
-36.4%
+42.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETHA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -7.3% | +3.6% | -2.2% |
| 7D | -5.6% | -3.8% | -1.8% | -4.9% |
| 30D | -0.7% | -16.6% | +15.9% | +3.0% |
| 3M | -5.9% | +16.9% | -22.7% | -9.2% |
| 6M | +21.6% | -5.5% | +27.0% | +21.8% |
| YTD | -20.6% | -24.6% | +3.9% | -17.9% |
| 1Y | -10.6% | -35.1% | +24.5% | -4.8% |
| All | +5.7% | -36.4% | +42.0% | -1.4% |
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